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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Edward BurdettCambridge Investment Research, Inc.New England Securities01-02-2015
Erik M. PottsCambridge Investment Research, Inc.New England Securities$5008-27-2014
James Michael Bonifas Jr.Cambridge Investment Research, Inc.New England Securities$5008-14-2014
Paul J EhrhartCambridge Investment Research, Inc.New England Securities08-14-2014
Richard Patrick SacuiCambridge Investment Research, Inc.New England Securities08-04-2014
William Michael MayCambridge Investment Research, Inc.New England Securities$2507-14-2014
Martha S JohnsonCambridge Investment Research, Inc.New England Securities07-14-2014
Larry Dale ChadwickCambridge Investment Research, Inc.New England Securities07-14-2014
Elizabeth Anne JohnsonCambridge Investment Research, Inc.New England Securities07-14-2014
Jodi L. McMahonCambridge Investment Research, Inc.New England Securities$5003-03-2014
Bryan Michael RennerCambridge Investment Research, Inc.New England Securities12-19-2013
William T. Klim Jr.Cambridge Investment Research, Inc.New England Securities12-19-2013
Travon SextonCambridge Investment Research, Inc.New England Securities09-17-2013
Jeremy Chad MashburnCambridge Investment Research, Inc.New England Securities07-02-2012
Timothy Alan FlickCambridge Investment Research, Inc.New England Securities$5006-04-2012
Judith Ann GriffinCambridge Investment Research, Inc.New England Securities12-10-2010
Bret James FelknorCambridge Investment Research, Inc.New England Securities05-28-2010
Carla Adele BurnsCambridge Investment Research, Inc.New England Securities$5001-19-2010
Rudolph Christian AmmerCambridge Investment Research, Inc.New England Securities01-04-2010
Bradley Brian SterkCambridge Investment Research, Inc.New England Securities10-01-2009
Teresa Marie Shumila-WilderCambridge Investment Research, Inc.New England Securities03-02-2009
Robert Charles Champagne Sr.Cambridge Investment Research, Inc.New England Securities03-02-2009

Showing 1 to 22 of 22 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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