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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raymond Leslie Hammock Jr.Independent Financial Group, LLCCambridge Investment Research, Inc.$10002-28-2019
Patrick Sturmer PaxtonInvestment Planning AdvisorsCambridge Investment Research, Inc.01-02-2019
Joseph B. Samples IIIIFS SecuritiesCambridge Investment Research, Inc.$1007-31-2018
Jason Warren EakerCommonwealth Financial NetworkCambridge Investment Research, Inc.08-14-2017
Trent Tyrone SolomonSolomon Investments & Financial Planning, LLCCambridge Investment Research, Inc.07-19-2017
Jonathon Glen MonsourUnited Planners' Financial Services of America A Limited PartnerCambridge Investment Research, Inc.$1001-26-2017
Zachary Garrett HagemanStifel, Nicolaus & Company, IncorporatedCambridge Investment Research, Inc.11-21-2016
Megan C. RohePark Avenue Securities LLCCambridge Investment Research, Inc.03-08-2016
Samuel Eugene Tyson Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCambridge Investment Research, Inc.$1001-08-2016
James Robert Money Jr.The Money Advisor Group, LLCCambridge Investment Research, Inc.07-20-2015
Paul Timothy MoneyThe Money Advisor Group, LLCCambridge Investment Research, Inc.07-13-2015

Showing 1 to 11 of 11 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.


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