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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allan Israel DavisCambridge Investment Research, Inc.National Planning Corporation$12010-02-2017
Angela Kolb CagwinCambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC$10011-01-2019
Arthur Ray HarringtonCambridge Investment Research, Inc.Securities America, Inc.$1003-27-2020
Brently John KlontzCambridge Investment Research, Inc.Next Financial Group, Inc.$25009-15-2017
Charles Brooker Blanton Jr.Cambridge Investment Research, Inc.GWN Securities Inc.$10009-06-2013
Charles Michael HirlingerCambridge Investment Research, Inc.Cooper McManus06-24-2011
Christopher Alex CarracedoCambridge Investment Research, Inc.LPL Financial LLC06-21-2016
Christopher Milo DeanCambridge Investment Research, Inc.Arque Capital, Ltd.08-16-2010
Craig Dean JensenCambridge Investment Research, Inc.Cetera Advisor Networks LLC11-08-2011
Danny Alen MeyerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-13-2017
George Andrew Henry ArkyCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.07-01-2009
Gregory Lee BakerCambridge Investment Research, Inc.CRI Securities, LLC$25005-06-2016
James Allison DabbsCambridge Investment Research, Inc.LPL Financial LLC$25001-03-2017
James Anthony Womack Jr.Cambridge Investment Research, Inc.Stratos Wealth Partners, Ltd$10002-14-2014
Janet Kellner TubbsCambridge Investment Research, Inc.Pruco Securities, LLC.$10008-27-2018
Jason Sebastian ColeCambridge Investment Research, Inc.SagePoint Financial, Inc.03-08-2016
Jeffrey Howard BurgCambridge Investment Research, Inc.AIG Capital Services, Inc.11-01-2017
Jeffrey Joseph BiroCambridge Investment Research, Inc.Investment Centers of America, Inc.$25010-30-2017
Jennifer Jill JewettCambridge Investment Research, Inc.Raymond James Financial Services, Inc.06-17-2011
Jennifer Lightcap JohnsonCambridge Investment Research, Inc.PlanMember Securities Corporation$10001-17-2013
Jennifer Michelle RomanoCambridge Investment Research, Inc.Pruco Securities, LLC.06-21-2018
Jon Frederick GunlockCambridge Investment Research, Inc.BFC Planning, Inc.01-16-2019
Joseph Kareem MillerCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.$25007-01-2009
Julian Anthony BenitezCambridge Investment Research, Inc.Commonwealth Financial Network$10005-12-2017
Kana AikawaCambridge Investment Research, Inc.Signator Investors, Inc.04-17-2018
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Showing 1 to 25 of 55 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.