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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dixie Lee PowellCambridge Investment Research, Inc.Avantax Investment Services, Inc.09-11-2020
Alexander Galen GarnerCambridge Investment Research, Inc.Cetera Advisor Networks LLC$15009-01-2020
Bruce Edward VinionCambridge Investment Research, Inc.United Advisors Services, LLC07-24-2020
Spiros VassilakosCambridge Investment Research, Inc.SagePoint Financial, Inc.06-30-2020
Melissa Rilynn LonerCambridge Investment Research, Inc.IFP Securities, LLC06-22-2020
John Garnet SellersCambridge Investment Research, Inc.Cetera Advisor Networks LLC06-05-2020
Anthony DelgadoCambridge Investment Research, Inc.Cetera Advisor Networks LLC06-05-2020
Louis Francis Rendemonti JrCambridge Investment Research, Inc.Park Avenue Securities LLC06-01-2020
Andres Humberto GomezCambridge Investment Research, Inc.PFS Investments Inc.06-01-2020
Brian Lee FullerCambridge Investment Research, Inc.Equitable Advisors, LLC03-18-2020
Dominick C SennaCambridge Investment Research, Inc.Securities America, Inc.02-28-2020
Victor CalatravaCambridge Investment Research, Inc.John Hancock Distributors LLC02-25-2020
Zachry Barrett MarshallCambridge Investment Research, Inc.First Command Brokerage Services, Inc.02-07-2020
Carole Ellen RyanCambridge Investment Research, Inc.National Securities Corporation12-13-2019
Evan M EnismanCambridge Investment Research, Inc.National Securities Corporation12-13-2019
Daniel Edward PodawiltzCambridge Investment Research, Inc.Commonwealth Financial Network$5011-01-2019
Jeffrey Stuart LazarCambridge Investment Research, Inc.FSC Securities Corporation10-04-2019
Jonathan Marc BeitlerCambridge Investment Research, Inc.FSC Securities Corporation$10010-04-2019
John Emery DonderoCambridge Investment Research, Inc.FSC Securities Corporation$2510-04-2019
David William HuffmanCambridge Investment Research, Inc.H. Beck, Inc.09-23-2019
Jason FaganCambridge Investment Research, Inc.The O.N. Equity Sales Company09-20-2019
Jeffrey Gene GlynnCambridge Investment Research, Inc.First Command Advisory Services08-01-2019
Douglas W McCallCambridge Investment Research, Inc.Investacorp, Inc.08-01-2019
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Brokerage Services, Inc.$15008-01-2019
Edward Charles BambergCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-20-2019
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Showing 1 to 25 of 130 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.