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
Peter HillCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-05-2020
Joshua David KoetjeCambridge Investment Research, Inc.Voya Financial Advisors, Inc.02-18-2020
Nathan James BreidingerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.02-01-2019
Mitchell Donald ArnerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.02-01-2019
Satyaprasad ChakravarthyCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-05-2018
Matthew Alan GreerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.08-02-2018
Jason D. HassonCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-18-2018
Gabriel Paul SchneissCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-18-2018
Christopher Adam DunhamCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-13-2018
Larry Dean GoebelCambridge Investment Research, Inc.Voya Financial Advisors, Inc.04-02-2018
Timothy Joseph Moore Sr.Cambridge Investment Research, Inc.Voya Financial Advisors, Inc.12-21-2017
Michael V. MauroCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-16-2017
Joshua Peter MersbergerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-07-2017
Zachary R MersbergerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-07-2017
Andrea June ZoellerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-07-2017
Mitchell Drew MarineCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-25-2017
Danny Alen MeyerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-13-2017
Robert Stuart TaylorCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-16-2015
Kimberly Kay KendrotCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-01-2015
Bruce Davis HenningCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-31-2014
John William Clark MillerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-21-2014
Ivan Gaste UszticsCambridge Investment Research, Inc.Voya Financial Advisors, Inc.03-07-2014
Brenda Ann ClarkCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-11-2013
David Raymond StromeckiCambridge Investment Research, Inc.Voya Financial Advisors, Inc.10-18-2012
Michael James TyrpakCambridge Investment Research, Inc.Voya Financial Advisors, Inc.10-18-2012
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Showing 1 to 25 of 65 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.