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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Cabot ParkerCambridge Investment Research, Inc.Mutual Service Corporation$5008-13-2009
Judy Ann BettsCambridge Investment Research, Inc.Mutual Service Corporation$2808-19-2009
John Alfred BuetowCambridge Investment Research, Inc.Mutual Service Corporation$5008-20-2009
Gloria VonderheideCambridge Investment Research, Inc.Mutual Service Corporation08-20-2009
Daniel Lee BlamerCambridge Investment Research, Inc.Mutual Service Corporation$2508-20-2009
Randall John VerlinCambridge Investment Research, Inc.Mutual Service Corporation$2508-20-2009
Jennifer Grace MitchellCambridge Investment Research, Inc.Mutual Service Corporation$2508-20-2009
John Steven RuzzaCambridge Investment Research, Inc.Mutual Service Corporation$5008-20-2009
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
Harry Dennis GuentherCambridge Investment Research, Inc.Mutual Service Corporation$5008-24-2009
Loren Christopher RexCambridge Investment Research, Inc.Kestra Investment Services, LLC$5010-30-2009
Edwin Lyle MarinoCambridge Investment Research, Inc.Park Avenue Securities LLC11-05-2009
Jamilah Sheba BrownCambridge Investment Research, Inc.Nationwide Investment Services Corporation11-30-2009
Mitchell Ellwood WyzgowskiCambridge Investment Research, Inc.Cetera Advisors LLC$2502-02-2010
Harrison Michael KennardCambridge Investment Research, Inc.Edward Jones05-03-2010
James Ronnow MunnCambridge Investment Research, Inc.Nationwide Securities, LLC06-01-2010
Robert Bruce BurnsCambridge Investment Research, Inc.Next Financial Group, Inc.11-17-2010
Charles Edward ArcherCambridge Investment Research, Inc.Next Financial Group, Inc.$2512-03-2010
Shanyn Kay StewartCambridge Investment Research, Inc.Next Financial Group, Inc.$5003-01-2011
Dennis Bruce LernerCambridge Investment Research, Inc.MML Investors Services, LLC$50004-26-2011
Todd Kenneth CsernaiCambridge Investment Research, Inc.MML Investors Services, LLC$5004-26-2011
Bradley David FathCambridge Investment Research, Inc.MML Investors Services, LLC$2504-26-2011
Thomas Michael TaciaCambridge Investment Research, Inc.MML Investors Services, LLC04-26-2011
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Showing 1 to 25 of 131 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.