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
Jeanne Suzanne GerstCambridge Investment Research, Inc.INVEST Financial Corporation03-05-2018
Ashley E. KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Divam N. MehtaCambridge Investment Research, Inc.INVEST Financial Corporation12-15-2017
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Daniel Lynn FellersCambridge Investment Research, Inc.INVEST Financial Corporation11-30-2017
Jeremy Chad FtacekCambridge Investment Research, Inc.INVEST Financial Corporation11-16-2017
Teresa Ann HupCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Steven Patrick ArengoCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Edna Eileen BuysCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
David Jon RiphagenCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Geoffrey Chad RingleCambridge Investment Research, Inc.INVEST Financial Corporation10-18-2017
Thomas P. GildayCambridge Investment Research, Inc.INVEST Financial Corporation10-16-2017
Ryan Patrick GroteCambridge Investment Research, Inc.INVEST Financial Corporation10-16-2017
Thomas Jeffrey LopezCambridge Investment Research, Inc.INVEST Financial Corporation12-11-2014
Louis William LeskoskyCambridge Investment Research, Inc.INVEST Financial Corporation01-15-2013
Michael Francis MossCambridge Investment Research, Inc.INVEST Financial Corporation$1012-01-2017
Charles Howard FitzpatrickCambridge Investment Research, Inc.INVEST Financial Corporation$1012-01-2017
Micheal Brandon FloydCambridge Investment Research, Inc.INVEST Financial Corporation$1011-30-2017
Steven Victor SkillenCambridge Investment Research, Inc.INVEST Financial Corporation$1011-01-2017
Pamela Sue HeimdalCambridge Investment Research, Inc.INVEST Financial Corporation$1011-01-2017
Marjean Marie OssefoortCambridge Investment Research, Inc.INVEST Financial Corporation$1011-01-2017
Andrew Garrett MorrisCambridge Investment Research, Inc.INVEST Financial Corporation$1010-11-2017
Ryan Frank AntepenkoCambridge Investment Research, Inc.INVEST Financial Corporation$1610-16-2017
Michael John HartmannCambridge Investment Research, Inc.INVEST Financial Corporation$2511-01-2017
Howard Edward Rightsell Jr.Cambridge Investment Research, Inc.INVEST Financial Corporation$2510-16-2017
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Showing 1 to 25 of 29 entries

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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.

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