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
Tina Marie NofzingerCambridge Investment Research, Inc.LPL Financial LLC06-18-2019
Ronald Lee GribschawCambridge Investment Research, Inc.LPL Financial LLC$2504-26-2019
Shelley Deean Giard MendezCambridge Investment Research, Inc.LPL Financial LLC01-30-2019
Robert Deane Lenertz Jr.Cambridge Investment Research, Inc.LPL Financial LLC$2501-23-2019
Stephen John NiezgodaCambridge Investment Research, Inc.LPL Financial LLC$2511-16-2018
Mitchell Ernest Bonnett Jr.Cambridge Investment Research, Inc.LPL Financial LLC08-31-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$2507-24-2018
Zel Edward BushCambridge Investment Research, Inc.LPL Financial LLC05-16-2018
Kathy Ann MerrittCambridge Investment Research, Inc.LPL Financial LLC05-04-2018
Laurie Lynn TaylorCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Nancie Thompson MoodyCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Jason Moore SeldomridgeCambridge Investment Research, Inc.LPL Financial LLC03-28-2018
Matthew Gates GeerCambridge Investment Research, Inc.LPL Financial LLC$2502-20-2018
Barry Robert Bynum Jr.Cambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
William George MeyerCambridge Investment Research, Inc.LPL Financial LLC$1012-01-2017
Merle Frederick Lynch Jr.Cambridge Investment Research, Inc.LPL Financial LLC12-01-2017
Justin Brand WolfeCambridge Investment Research, Inc.LPL Financial LLC$2510-12-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$1409-25-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC06-02-2017
Michael Chase CaudillCambridge Investment Research, Inc.LPL Financial LLC05-11-2017
Brandon Michael RogersCambridge Investment Research, Inc.LPL Financial LLC03-15-2017
Aaron Dale OskeyCambridge Investment Research, Inc.LPL Financial LLC02-01-2017
James Allison DabbsCambridge Investment Research, Inc.LPL Financial LLC$2501-03-2017
David Mitchell RivlinCambridge Investment Research, Inc.LPL Financial LLC12-05-2016
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Showing 1 to 25 of 81 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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