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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Howard BurgCambridge Investment Research, Inc.AIG Capital Services, Inc.11-01-2017
Lesley Marshall VanborssumCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$25007-24-2017
Moses Skaggs MedinaCambridge Investment Research, Inc.Ameritas Investment Corp.10-16-2017
Lori Pierce CrilleyCambridge Investment Research, Inc.Ameritas Investment Corp.08-03-2017
Christopher Milo DeanCambridge Investment Research, Inc.Arque Capital, Ltd.08-16-2010
Jon Frederick GunlockCambridge Investment Research, Inc.BFC Planning, Inc.01-16-2019
Craig Dean JensenCambridge Investment Research, Inc.Cetera Advisor Networks LLC11-08-2011
Stephanie Marie MayoralCambridge Investment Research, Inc.Chase Investment Services Corp.01-03-2010
Julian Anthony BenitezCambridge Investment Research, Inc.Commonwealth Financial Network$10005-12-2017
Charles Michael HirlingerCambridge Investment Research, Inc.Cooper McManus06-24-2011
Gregory Lee BakerCambridge Investment Research, Inc.CRI Securities, LLC$25005-06-2016
Shanna Joelle TingomCambridge Investment Research, Inc.Edward Jones04-17-2015
Tamara Kristen JamisonCambridge Investment Research, Inc.Edward Jones$50010-11-2012
Martin Ronald FishgoldCambridge Investment Research, Inc.Fishgold Financial$25012-11-2018
Valerie Ann FishgoldCambridge Investment Research, Inc.Geneos Wealth Management, Inc.$50012-11-2018
Margaret Deborah BerganCambridge Investment Research, Inc.Geneos Wealth Management, Inc.$10010-17-2011
Scott L. BerganCambridge Investment Research, Inc.Geneos Wealth Management, Inc.$25010-17-2011
Charles Brooker Blanton Jr.Cambridge Investment Research, Inc.GWN Securities Inc.$10009-06-2013
Richard Alan BreyerCambridge Investment Research, Inc.Independent Financial Group, LLC$50001-02-2014
Jeffrey Joseph BiroCambridge Investment Research, Inc.Investment Centers of America, Inc.$25010-30-2017
William Ryan ZenkCambridge Investment Research, Inc.Investment Centers of America, Inc.$25010-18-2017
Shane Michael KnollCambridge Investment Research, Inc.J.P. Morgan Securities LLC09-20-2013
Kevin Allen HumphreyCambridge Investment Research, Inc.J.P. Turner & Company, L.L.C.$25010-22-2015
Thomas Allen ForsytheCambridge Investment Research, Inc.Lof Lopez & Associates, Llc07-17-2009
James Allison DabbsCambridge Investment Research, Inc.LPL Financial LLC$25001-03-2017
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Showing 1 to 25 of 54 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.


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