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
Richard Allen YantisCambridge Investment Research, Inc.Securities America, Inc.$5008-02-2010
Melvin Laray McElroyCambridge Investment Research, Inc.Securities America, Inc.09-17-2010
Douglas James StefaniniCambridge Investment Research, Inc.Securities America, Inc.03-01-2011
Richard Bryan RoweCambridge Investment Research, Inc.Securities America, Inc.04-01-2011
Barry Robert ShevlinCambridge Investment Research, Inc.Securities America, Inc.$104-07-2011
Laura Lee WilcoxCambridge Investment Research, Inc.Securities America, Inc.05-02-2011
Bradley Charles BaldridgeCambridge Investment Research, Inc.Securities America, Inc.05-02-2011
Wayne Howard VandeusenCambridge Investment Research, Inc.Securities America, Inc.05-16-2011
David Max GarrisonCambridge Investment Research, Inc.Securities America, Inc.05-16-2011
Troy Roland SchusterCambridge Investment Research, Inc.Securities America, Inc.05-16-2011
Douglas Ford Kennedy IICambridge Investment Research, Inc.Securities America, Inc.$1006-27-2011
Geoffrey Ford KennedyCambridge Investment Research, Inc.Securities America, Inc.06-27-2011
Frank Brewer CummingsCambridge Investment Research, Inc.Securities America, Inc.08-01-2011
Robert James GiordanoCambridge Investment Research, Inc.Securities America, Inc.08-01-2011
Donald Wayne EvansCambridge Investment Research, Inc.Securities America, Inc.$2508-15-2011
Ronald Dale SiglerCambridge Investment Research, Inc.Securities America, Inc.$2508-15-2011
Judd Allen HatchCambridge Investment Research, Inc.Securities America, Inc.$1008-15-2011
Anthony William AlbertinoCambridge Investment Research, Inc.Securities America, Inc.08-17-2011
Mark Briggs DudychaCambridge Investment Research, Inc.Securities America, Inc.08-17-2011
Gordon Harcourt PorterCambridge Investment Research, Inc.Securities America, Inc.$5009-01-2011
Angela Lynn DietzCambridge Investment Research, Inc.Securities America, Inc.09-01-2011
Louis James LeyesCambridge Investment Research, Inc.Securities America, Inc.$1009-01-2011
David Walter MillerCambridge Investment Research, Inc.Securities America, Inc.10-21-2011
Dean Brian BaumgartnerCambridge Investment Research, Inc.Securities America, Inc.10-31-2011
Emily Graham StroudCambridge Investment Research, Inc.Securities America, Inc.02-25-2013
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Showing 1 to 25 of 64 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.