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
Adam M. PhillipichCambridge Investment Research, Inc.AXA Advisors, LLC05-01-2020
Brian Lee FullerCambridge Investment Research, Inc.AXA Advisors, LLC03-18-2020
John Joseph TrepanierCambridge Investment Research, Inc.AXA Advisors, LLC01-07-2020
Colt Robert MilesCambridge Investment Research, Inc.AXA Advisors, LLC10-01-2019
Jerry Agate HerzbergCambridge Investment Research, Inc.AXA Advisors, LLC08-23-2019
Sarah Elizabeth WhittakerCambridge Investment Research, Inc.AXA Advisors, LLC10-11-2018
Emad Brian MosallamCambridge Investment Research, Inc.AXA Advisors, LLC08-21-2018
Matthew Scott EggarCambridge Investment Research, Inc.AXA Advisors, LLC01-03-2018
Harold August Michael Dede IIICambridge Investment Research, Inc.AXA Advisors, LLC$1008-01-2017
Thomas Joseph CusickCambridge Investment Research, Inc.AXA Advisors, LLC01-16-2017
Christopher David MorrillCambridge Investment Research, Inc.AXA Advisors, LLC$2501-12-2016
Michael H FrandsenCambridge Investment Research, Inc.AXA Advisors, LLC$2501-11-2016
John Taylor OvermyerCambridge Investment Research, Inc.AXA Advisors, LLC08-03-2015
Andrew R. KnappCambridge Investment Research, Inc.AXA Advisors, LLC06-10-2015
John Chapman FergusonCambridge Investment Research, Inc.AXA Advisors, LLC$5001-30-2015
Jeffrey Michael MagedCambridge Investment Research, Inc.AXA Advisors, LLC$5001-30-2015
Joshua Edward MakowiecCambridge Investment Research, Inc.AXA Advisors, LLC$1001-16-2015
Rebecca Dawn TurnerCambridge Investment Research, Inc.AXA Advisors, LLC11-14-2014
William Anthony PhillipsCambridge Investment Research, Inc.AXA Advisors, LLC09-26-2014
Earl Matthew CampbellCambridge Investment Research, Inc.AXA Advisors, LLC09-09-2014
Gus Miller MaskCambridge Investment Research, Inc.AXA Advisors, LLC07-01-2014
Christopher Dee JeffersCambridge Investment Research, Inc.AXA Advisors, LLC$5006-30-2014
Richard Franklin Aldridge Sr.Cambridge Investment Research, Inc.AXA Advisors, LLC$2502-27-2014
Andrew Jon GalyCambridge Investment Research, Inc.AXA Advisors, LLC02-25-2014
Kristina Jones SommerkampCambridge Investment Research, Inc.AXA Advisors, LLC02-21-2014
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Showing 1 to 25 of 52 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.