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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sandra Irene BaranowskiCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5011-29-2012
Richard J MachadoCambridge Investment Research, Inc.Avantax Investment Services, Inc.09-26-2012
Hugh James BlozieCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1007-14-2014
Marion SgroivaranoCambridge Investment Research, Inc.Cetera Advisor Networks LLC06-02-2014
Susan Lynn CooperCambridge Investment Research, Inc.CFS Securities, Inc.$5004-01-2014
Robert Francis NashCambridge Investment Research, Inc.Commonwealth Financial Network$10001-02-2020
Robert Stephen WoodCambridge Investment Research, Inc.Commonwealth Financial Network$5006-21-2016
Janice Marie JohnsonCambridge Investment Research, Inc.Coordinated Capital Securities, Inc.$10009-30-2011
Samuel Kent Van AllenCambridge Investment Research, Inc.Cruice Financial Organization03-24-2017
Robert Paul SistiCambridge Investment Research, Inc.Equity Services, Inc.06-04-2012
Christopher T. TaylorCambridge Investment Research, Inc.FSC Securities Corporation10-04-2019
Kamal Mirchandani BrowningCambridge Investment Research, Inc.FSC Securities Corporation04-16-2014
Gerald Vincent OlianoCambridge Investment Research, Inc.H. Beck, Inc.$5110-23-2017
Alexander Bernd OverkampCambridge Investment Research, Inc.Lantern Wealth Advisors, LLC01-04-2016
Eliot Michael BassinCambridge Investment Research, Inc.LPL Financial LLC07-06-2017
Kelly Marie SmithCambridge Investment Research, Inc.LPL Financial LLC05-05-2015
Elizabeth Hutton MilardoCambridge Investment Research, Inc.LPL Financial LLC05-04-2015
Steven Dee CrabtreeCambridge Investment Research, Inc.LPL Financial LLC$1005-04-2015
Sonia CabanCambridge Investment Research, Inc.LPL Financial LLC04-16-2013
Douglas Allan EisertCambridge Investment Research, Inc.MetLife Securities Inc.04-14-2014
Norman James De AngelisCambridge Investment Research, Inc.MML Investors Services, LLC03-18-2019
Sedigheh NowrouzzadehCambridge Investment Research, Inc.MML Investors Services, LLC07-24-2009
Brian Phillip ConatserCambridge Investment Research, Inc.Morgan Stanley06-16-2016
Cathy Webster PinardCambridge Investment Research, Inc.National Planning Corporation$1011-16-2015
Kevin Andrew WeinerCambridge Investment Research, Inc.Nationwide Securities, LLC06-23-2010
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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.