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
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
Bradley Brian SterkCambridge Investment Research, Inc.New England Securities$50010-01-2009
Christopher Lowell ChildersCambridge Investment Research, Inc.New England Securities10-01-2009
Elizabeth Ward-HintzmanCambridge Investment Research, Inc.New England Securities$10012-01-2009
Rudolph Christian AmmerCambridge Investment Research, Inc.New England Securities$10001-04-2010
Lisa Ann AschenbeckCambridge Investment Research, Inc.New England Securities$10001-04-2010
Carla Adele BurnsCambridge Investment Research, Inc.New England Securities$10001-19-2010
Leah M AlvanosCambridge Investment Research, Inc.New England Securities02-01-2010
Bret James FelknorCambridge Investment Research, Inc.New England Securities$40005-28-2010
Thomas William CirksCambridge Investment Research, Inc.New England Securities$50009-01-2010
Judith Ann GriffinCambridge Investment Research, Inc.New England Securities$10012-10-2010
Brenda Smith SchwabCambridge Investment Research, Inc.New England Securities11-08-2011
Barry Luther BuchholzCambridge Investment Research, Inc.New England Securities$10011-14-2011
Timothy Alan FlickCambridge Investment Research, Inc.New England Securities$50006-04-2012
Jeremy Chad MashburnCambridge Investment Research, Inc.New England Securities$50007-02-2012
Nikitas Nikolaos KoumoundourosCambridge Investment Research, Inc.New England Securities$10007-25-2013
Edward George VargoCambridge Investment Research, Inc.New England Securities$25008-30-2013
Travon SextonCambridge Investment Research, Inc.New England Securities09-17-2013
Judson P. BeeskauCambridge Investment Research, Inc.New England Securities$14010-01-2013
Clint NelsonCambridge Investment Research, Inc.New England Securities10-01-2013
Steven T LydenCambridge Investment Research, Inc.New England Securities10-01-2013
Stevan RasetaCambridge Investment Research, Inc.New England Securities$10012-19-2013
Bryan Michael RennerCambridge Investment Research, Inc.New England Securities$50012-19-2013
William T. Klim Jr.Cambridge Investment Research, Inc.New England Securities12-19-2013
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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.