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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Robert James OhanlonCambridge Investment Research, Inc.Nationwide Securities, LLC04-02-2020
William Timothy BourneCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Charles Henry Russell IVCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Kari Jeanne ClarkCambridge Investment Research, Inc.United Planners' Financial Services of America A Limited Partner03-30-2020
Melvyn Leroy VarrelmanCambridge Investment Research, Inc.Securities America, Inc.$25003-27-2020
Christopher Allen BrownCambridge Investment Research, Inc.Securities America, Inc.$15003-27-2020
Arthur Ray HarringtonCambridge Investment Research, Inc.Securities America, Inc.$1003-27-2020
Arthur Young CooperCambridge Investment Research, Inc.Securities America, Inc.$10003-27-2020
David Scott McManusCambridge Investment Research, Inc.Securities America, Inc.$15003-27-2020
Jack Christian HoltCambridge Investment Research, Inc.Securities America, Inc.03-27-2020
Tonya Lanae CollierCambridge Investment Research, Inc.Securities America, Inc.$25003-27-2020
Andrew Thayer PurmortCambridge Investment Research, Inc.Securities America, Inc.$2503-27-2020
Brian Lee FullerCambridge Investment Research, Inc.AXA Advisors, LLC03-18-2020
Nickolas Magora Jr.Cambridge Investment Research, Inc.TCP Asset Management, LLC03-16-2020
Ammon J DomanCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-16-2020
Charles Herbert ColeCambridge Investment Research, Inc.Private Client Services, LLC$1003-13-2020
Ashley Benton FellersCambridge Investment Research, Inc.Edward Jones$15003-06-2020
Angela GordonCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC03-02-2020
Brenda Louis BridgesCambridge Investment Research, Inc.Equity Services, Inc.03-02-2020
Thomas Evan GreenCambridge Investment Research, Inc.Edward Jones03-02-2020
Dominick C SennaCambridge Investment Research, Inc.Securities America, Inc.02-28-2020
James Adam MaxwellCambridge Investment Research, Inc.Royal Alliance Associates, Inc.02-28-2020
Victor CalatravaCambridge Investment Research, Inc.John Hancock Distributors LLC02-25-2020
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Showing 1 to 25 of 2,796 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.