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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karl Michael HectorCambridge Investment Research, Inc.Lincoln Financial Securities Corporation01-21-2020
George Mercurio PascucciCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1003-18-2019
Louis Frederick Smith IIICambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-01-2018
Timothy Robert StratzCambridge Investment Research, Inc.Lincoln Financial Securities Corporation04-02-2018
Glenn Alan McKinneyCambridge Investment Research, Inc.Lincoln Financial Securities Corporation02-01-2018
William Michael KrzesinskiCambridge Investment Research, Inc.Lincoln Financial Securities Corporation01-02-2018
Donald Joseph StgelaisCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$2511-21-2017
Donna Marie RiveraCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Jonathan Webber MarvinCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$5011-21-2017
Eric John BahrCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1711-21-2017
Jeremy Wade BenoitCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$3111-21-2017
Richard Francis AkatyszewskiCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Kathleen Wells PlouffCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1011-21-2017
Paul Sullivan ComoCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1811-21-2017
Nichole Louise ReinhardtCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Michelle Marie HuffmanCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Leonard Michael DavolioCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Susan Dorval DorseyCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1011-21-2017
Brendan Patrick CaseyCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$5011-21-2017
Elizabeth A BenoitCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Steven Craig SovdeCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1009-06-2017
Mark A. BloniarzCambridge Investment Research, Inc.Lincoln Financial Securities Corporation06-20-2017
Dawn Michelle WilsonCambridge Investment Research, Inc.Lincoln Financial Securities Corporation01-03-2017
Nicole Yvette RedusCambridge Investment Research, Inc.Lincoln Financial Securities Corporation10-26-2016
Christopher J GordonCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1007-11-2016
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Showing 1 to 25 of 35 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.