Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keith Edward TatlockCambridge Investment Research, Inc.Commonwealth Financial Network$5002-19-2020
Robert Francis NashCambridge Investment Research, Inc.Commonwealth Financial Network$10001-02-2020
Daniel Edward PodawiltzCambridge Investment Research, Inc.Commonwealth Financial Network$5011-01-2019
Kane Calvin SchraderCambridge Investment Research, Inc.Commonwealth Financial Network07-01-2019
George Lawrence McReynolds Jr.Cambridge Investment Research, Inc.Commonwealth Financial Network$2705-31-2018
Mary Joanne TerryCambridge Investment Research, Inc.Commonwealth Financial Network$3702-01-2018
Jeremy Wilkins LaubCambridge Investment Research, Inc.Commonwealth Financial Network01-02-2018
Ronald Kevin PattersonCambridge Investment Research, Inc.Commonwealth Financial Network$2009-01-2017
Julian Anthony BenitezCambridge Investment Research, Inc.Commonwealth Financial Network$10005-12-2017
Mark Alan HughesCambridge Investment Research, Inc.Commonwealth Financial Network$2505-01-2017
Charles Robert Hanna IIICambridge Investment Research, Inc.Commonwealth Financial Network$10005-01-2017
Douglas Charles NorbergCambridge Investment Research, Inc.Commonwealth Financial Network01-19-2017
Kevin Burke HaskellCambridge Investment Research, Inc.Commonwealth Financial Network01-19-2017
Daniel Harold BoldaCambridge Investment Research, Inc.Commonwealth Financial Network01-17-2017
John Thomas VandenbergCambridge Investment Research, Inc.Commonwealth Financial Network01-17-2017
Robert Stephen WoodCambridge Investment Research, Inc.Commonwealth Financial Network$5006-21-2016
Daniel Clifford BelcherCambridge Investment Research, Inc.Commonwealth Financial Network01-05-2016
Michael Robert WeberCambridge Investment Research, Inc.Commonwealth Financial Network10-01-2014
Ian Michael ObergCambridge Investment Research, Inc.Commonwealth Financial Network10-01-2014
Gregory Todd CliftonCambridge Investment Research, Inc.Commonwealth Financial Network$5008-20-2014
Rodger Michael KarlCambridge Investment Research, Inc.Commonwealth Financial Network01-02-2014
Michael Cary TowCambridge Investment Research, Inc.Commonwealth Financial Network$2510-01-2013
Anselmo Contreras Jr.Cambridge Investment Research, Inc.Commonwealth Financial Network$2509-30-2013
Edward Joseph GarbacikCambridge Investment Research, Inc.Commonwealth Financial Network$15005-24-2013
Karen Lisa RothCambridge Investment Research, Inc.Commonwealth Financial Network03-11-2013
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.