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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan John DavisCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$1011-21-2017
Andrew L. MartinCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-10-2014
Bradley D SchwabCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.02-15-2012
Bryan Patrick FarrisseyCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-07-2010
Chad Louis SchroederCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-10-2014
Christopher James GabrysCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$15001-23-2013
Colm F. BaileyCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.05-14-2014
Cordell WistisenCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.06-01-2012
Cory Alan CorriganCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$2501-03-2012
Darren Matt YorkCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$2511-02-2015
David Frank LoftusCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-15-2015
David Glenn BurkCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
David L. SpencerCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Douglas L RobertsonCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Eric Javin ColtrainCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.11-13-2013
Frederick Harry Dean Jr.CUSO Financial Services, L.P.CUNA Brokerage Services, Inc.01-23-2013
George Forman Taylor IIICUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-30-2018
Jeffrey Scott DierksheideCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.05-19-2014
Jeremy Andrew HawkinsCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$15002-19-2019
John Todd AndersonCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-07-2010
Jon Carl FoxCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Jonah KaufmanCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
Kevin Lee CookCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Lopez Duane DavisCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$5007-10-2019
Martin Lee GabelCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
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Showing 1 to 25 of 27 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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