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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robin Dawn MorganCambridge Investment Research, Inc.Mutual Service Corporation09-02-2009
Jule Brandon ButlerCambridge Investment Research, Inc.Mutual Service Corporation08-26-2009
Craig L. MeyerCambridge Investment Research, Inc.Mutual Service Corporation08-26-2009
Brian M. MuchCambridge Investment Research, Inc.Mutual Service Corporation08-26-2009
Gregory Orr GoehringCambridge Investment Research, Inc.Mutual Service Corporation08-25-2009
Marvin Rudolph SouchekCambridge Investment Research, Inc.Mutual Service Corporation08-25-2009
Robert John Badger Jr.Cambridge Investment Research, Inc.Mutual Service Corporation08-25-2009
Terry Joseph MarynchakCambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
David J. McBrideCambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
Anthony Edward Benvin Jr.Cambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
Dennis Joseph CestraCambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
Harry Dennis GuentherCambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
Wanda Lee DelgadoCambridge Investment Research, Inc.Mutual Service Corporation08-21-2009
Robert John DolnikCambridge Investment Research, Inc.Mutual Service Corporation08-21-2009
John R. CalmesCambridge Investment Research, Inc.Mutual Service Corporation08-21-2009
Joyce Ann SwoyerCambridge Investment Research, Inc.Mutual Service Corporation08-21-2009
Anne Nevotti SpinksCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Daniel Lee BlamerCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Jennifer Grace MitchellCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
John Steven RuzzaCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Michael Dennis WoodsCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Stan William LedvinaCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Jonathan David LacroixCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Matthew Lane TillerCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
John Michael WitzigCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
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Showing 1 to 25 of 40 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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