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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dudley Kevin BrewerCambridge Investment Research, Inc.Nationwide Securities, LLC07-01-2020
John Thomas ClarkCambridge Investment Research, Inc.Nationwide Securities, LLC07-01-2020
Bobby Thomas Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC06-30-2020
Patrick T. ScottCambridge Investment Research, Inc.Voya Financial Advisors, Inc.06-12-2020
Anthony DelgadoCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1006-05-2020
Virgil Cannie Hooper Jr.Cambridge Investment Research, Inc.CoreCap Investments, Inc.06-01-2020
Andres Humberto GomezCambridge Investment Research, Inc.PFS Investments Inc.06-01-2020
Jon Anthony HoyleCambridge Investment Research, Inc.Securities America, Inc.06-01-2020
Wesley T. CoodyCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$10005-29-2020
Joseph Lenwood Lomax Jr.Cambridge Investment Research, Inc.Voya Financial Advisors, Inc.$105-29-2020
Aaron Michael VincentCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-28-2020
Tammy Lynn FeldmannCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-21-2020
Michael Anthony BerryCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2505-20-2020
Kurt Alan VitenseCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$1905-19-2020
Craig Dayton CouchCambridge Investment Research, Inc.Citizens Securities, Inc.05-15-2020
Justin John RyanCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-14-2020
Peter HillCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-05-2020
James Frederick WesselsCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$15005-05-2020
Kevin John LehmanCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$1005-05-2020
William Roth JumpCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$5005-04-2020
Adam M. PhillipichCambridge Investment Research, Inc.AXA Advisors, LLC05-01-2020
Michael D EbertCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-23-2020
Andrew James BurgessCambridge Investment Research, Inc.MML Investors Services, LLC04-14-2020
Paul Keith ArboCambridge Investment Research, Inc.MHA Financial Corp$2704-09-2020
Robert James OhanlonCambridge Investment Research, Inc.Nationwide Securities, LLC04-02-2020
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Showing 1 to 25 of 2,788 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.