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.
Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.Recruiting Scoreboard (Q4 2019)
Recruiting Gains
Recruiting Losses
Net Gains
Latest moves
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Jennifer White Poole | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 11-01-2019 |
| Jason John Gauthier | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 08-13-2018 |
| Brian Philip Morin | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 08-13-2018 |
| Peter John Gauthier | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 08-10-2018 |
| Mindy Ann Cook | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 04-17-2018 |
| Darla Jean Pellersels | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 02-09-2018 |
| Penny Lynne Arnold | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-30-2017 |
| Lynn C Anderson Kaloian | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-20-2017 |
| Moses Skaggs Medina | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-16-2017 |
| Juan Carlos Limon | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-11-2017 |
| Edward Bernard Seay | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-09-2017 |
| Pamela Dianne Delabarre | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 10-02-2017 |
| Douglas Malcolm Russell | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-14-2017 |
| Travis Jonathan Whitaker | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-13-2017 |
| Richard Dean Godfrey | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-12-2017 |
| Tyler James Witman | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-11-2017 |
| Christopher Wayne Mcalister | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-11-2017 |
| Brent Michael Wadzita | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 09-08-2017 |
| Lori Pierce Crilley | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 08-03-2017 |
| Drew Allen Donohoe | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 06-19-2017 |
| Lawrence E. Wall | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 12-07-2015 |
| Jason Ryan Repp | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | — | 07-01-2015 |
| Derek William Cockrell | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | $10 | 06-20-2016 |
| Meharena Yikalo Tukabo | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | $25 | 03-01-2019 |
| James Leslie Martin | Cambridge Investment Research, Inc. | Ameritas Investment Corp. | $25 | 10-02-2017 |
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.
