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
Jamie Estes SingletonCambridge Investment Research, Inc.Avantax Investment Services, Inc.06-23-2016
James Creath Ridley IVCambridge Investment Research, Inc.BB&T Investment Services, Inc.$25006-30-2014
Nicholas Wayne HodgeCambridge Investment Research, Inc.Fifth Third Securities, Inc.$10001-02-2015
Berrie Beth CobleCambridge Investment Research, Inc.First Horizon Advisors, Inc.$15009-16-2019
Donald Cedric BruceCambridge Investment Research, Inc.Foresters Equity Services, Inc.01-16-2013
Jason Thomas McKernanCambridge Investment Research, Inc.FSC Securities Corporation10-04-2019
Vernon James HenryCambridge Investment Research, Inc.GWN Securities Inc.12-19-2017
Ashley E. KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Robert James Burke Jr.Cambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$29607-23-2012
Joseph Richard MooreCambridge Investment Research, Inc.LPL Financial LLC$10004-04-2019
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Robert Lee WattsCambridge Investment Research, Inc.LPL Financial LLC$25010-16-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$14009-25-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC$10006-02-2017
Virginia Ann PackCambridge Investment Research, Inc.LPL Financial LLC03-16-2017
Bryan Edward NormanCambridge Investment Research, Inc.LPL Financial LLC02-12-2016
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC$50011-09-2015
Michael Wesley BrownCambridge Investment Research, Inc.LPL Financial LLC$50005-04-2015
Heather Ogren HaleCambridge Investment Research, Inc.MetLife Securities Inc.$10007-15-2016
Richard Dwayne BarbeeCambridge Investment Research, Inc.MetLife Securities Inc.02-01-2012
Stephen M. MoserCambridge Investment Research, Inc.MML Investors Services, LLC07-29-2019
James Ryan SnellenCambridge Investment Research, Inc.MML Investors Services, LLC10-18-2017
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC$10011-04-2016
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Showing 1 to 25 of 41 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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