Advisers on the Move TEST

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
John Edward BurdettCambridge Investment Research, Inc.New England Securities01-02-2015
Charles Vincent Feather Jr.Cambridge Investment Research, Inc.New England Securities11-03-2014
Heather Logan Moir-DanglerCambridge Investment Research, Inc.New England Securities09-16-2014
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
Derek Scott HammondCambridge Investment Research, Inc.New England Securities08-14-2014
Norman Joseph RazookCambridge Investment Research, Inc.New England Securities08-04-2014
Richard Patrick SacuiCambridge Investment Research, Inc.New England Securities08-04-2014
Martha S JohnsonCambridge Investment Research, Inc.New England Securities07-14-2014
Larry Dale ChadwickCambridge Investment Research, Inc.New England Securities07-14-2014
William Michael MayCambridge Investment Research, Inc.New England Securities$2507-14-2014
Elizabeth Anne JohnsonCambridge Investment Research, Inc.New England Securities07-14-2014
Jodi L. McMahonCambridge Investment Research, Inc.New England Securities$5003-03-2014
William T. Klim Jr.Cambridge Investment Research, Inc.New England Securities12-19-2013
Stevan RasetaCambridge Investment Research, Inc.New England Securities12-19-2013
Clint N. NelsonCambridge Investment Research, Inc.New England Securities10-01-2013
Judson P. BeeskauCambridge Investment Research, Inc.New England Securities10-01-2013
Steven T. LydenCambridge Investment Research, Inc.New England Securities10-01-2013
Travon SextonCambridge Investment Research, Inc.New England Securities09-17-2013
Edward George VargoCambridge Investment Research, Inc.New England Securities$2508-30-2013
Nikitas N. KoumoundourosCambridge Investment Research, Inc.New England Securities07-25-2013
Jeremy Chad MashburnCambridge Investment Research, Inc.New England Securities07-02-2012
Timothy Alan FlickCambridge Investment Research, Inc.New England Securities$5006-04-2012
Barry Luther BuchholzCambridge Investment Research, Inc.New England Securities11-14-2011
Brenda Smith SchwabCambridge Investment Research, Inc.New England Securities11-08-2011
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Showing 1 to 25 of 38 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.