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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gregory David GibsonCambridge Investment Research, Inc.Allstate Financial Services, LLC08-18-2011
Kent Wakefield McKeeCambridge Investment Research, Inc.Ameriprise Financial Services, LLC05-18-2011
Peter John GauthierCambridge Investment Research, Inc.Ameritas Investment Company, LLC08-10-2018
James Leslie MartinCambridge Investment Research, Inc.Ameritas Investment Company, LLC$2510-02-2017
Richard Dean GodfreyCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-12-2017
Richard Dean Godfrey IICambridge Investment Research, Inc.Ameritas Investment Company, LLC09-11-2017
William Anthony RootCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-11-2017
Tyler James WitmanCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-11-2017
Brent Michael WadzitaCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-08-2017
Patrick Gerard LanzaCambridge Investment Research, Inc.Avantax Investment Services, Inc.02-16-2016
Brian Lee FullerCambridge Investment Research, Inc.AXA Advisors, LLC03-18-2020
Theresa Marie ChenCambridge Investment Research, Inc.Berthel, Fisher & Company Financial Services, Inc.02-19-2019
James Frank MoharCambridge Investment Research, Inc.Berthel, Fisher & Company Financial Services, Inc.$2501-02-2009
Stuart Tracy WinfreeCambridge Investment Research, Inc.Brewer Financial Services, LLC11-15-2010
Kenneth Albert Friedman Jr.Cambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Christopher Hampton ReuschleCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Kimberly Ann NewsomeCambridge Investment Research, Inc.Brewer Financial Services, LLC11-15-2010
Daniel Justin DunnCambridge Investment Research, Inc.Broker Dealer Financial Services Corp.$15006-01-2018
Shreya ModiCambridge Investment Research, Inc.C C F Investments, Inc.06-27-2016
David Alan AndersonCambridge Investment Research, Inc.C C F Investments, Inc.02-11-2015
Adam Lee VilaCambridge Investment Research, Inc.Cambridge Investment Research, Inc.01-31-2020
Robert M. SeamanCambridge Investment Research, Inc.Capital Analysts$1202-28-2019
Kevin Paul SullivanCambridge Investment Research, Inc.Century Securities Associates, Inc.12-06-2017
Anthony DelgadoCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1006-05-2020
Jonathan M. LongCambridge Investment Research, Inc.Cetera Financial Specialists LLC01-14-2019
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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.