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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Velma Jean FreemanBrown and Freeman LLCMML Investors Services, LLC09-21-2012
Robert Francis PichaBSG AdvisersMML Investors Services, LLC09-26-2018
Laird W. HepburnBSG AdvisersMML Investors Services, LLC09-26-2018
Rebecca Anne CraigBuckingham Strategic Wealth, LLCMML Investors Services, LLC05-17-2019
Clarence Wathal Bush Jr.Bush Capital Management, LLCMML Investors Services, LLC09-04-2018
Jeffrey Alan LoosC & J Wealth AdvisorsMML Investors Services, LLC05-12-2010
Joseph BufalinoCadaret, Grant & Co., Inc.MML Investors Services, LLC07-10-2018
Daniel J. GermanCadaret, Grant & Co., Inc.MML Investors Services, LLC06-12-2018
Charles Joseph PolkaCadaret, Grant & Co., Inc.MML Investors Services, LLC01-31-2018
David SeleskyCadaret, Grant & Co., Inc.MML Investors Services, LLC11-13-2017
Stephen Patrick RussellCadaret, Grant & Co., Inc.MML Investors Services, LLC06-26-2017
Kyle Miller DunnCadaret, Grant & Co., Inc.MML Investors Services, LLC$2501-20-2017
Lloyd George Fix Jr.Cadaret, Grant & Co., Inc.MML Investors Services, LLC$5010-03-2016
Jayce J WallaceCadaret, Grant & Co., Inc.MML Investors Services, LLC02-20-2014
Adrienne J. Rothstein-GraceCadaret, Grant & Co., Inc.MML Investors Services, LLC01-10-2014
Herbert Cowenhoven Barnes Jr.Cadaret, Grant & Co., Inc.MML Investors Services, LLC$1005-01-2013
Donna Sue MenzaCadaret, Grant & Co., Inc.MML Investors Services, LLC01-24-2011
Jared WeberCalton & Associates, Inc.MML Investors Services, LLC06-12-2018
Sherman Joseph EaganCalton & Associates, Inc.MML Investors Services, LLC05-08-2018
Michael Scott BloomCalton & Associates, Inc.MML Investors Services, LLC$5006-24-2014
Dwain Arthur Blake IICamarda Wealth Advisory GroupMML Investors Services, LLC08-16-2016
Andrew James BurgessCambridge Investment Research, Inc.MML Investors Services, LLC04-14-2020
Michael Sean VereenCambridge Investment Research, Inc.MML Investors Services, LLC$5002-03-2020
Keith Alan DerasCambridge Investment Research, Inc.MML Investors Services, LLC$2501-24-2020
John C. ForsgrenCambridge Investment Research, Inc.MML Investors Services, LLC$2501-20-2020
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Showing 301 to 325 of 2,715 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.