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
Andrea Lynn WillisSecurities America, Inc.Cetera Advisor Networks LLC07-21-2016
Christopher J. RaymondCambridge Investment Research, Inc.Cetera Advisor Networks LLC05-01-2014
Clifford Matthew RobelloCambridge Investment Research, Inc.Cetera Advisor Networks LLC$2503-30-2012
Daniel Elton BurnettCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-01-2013
Daniel John PiazzaCambridge Investment Research, Inc.Cetera Advisor Networks LLC01-04-2010
Denice Fern Gustin-PiazzaCambridge Investment Research, Inc.Cetera Advisor Networks LLC01-04-2010
Dennis John BeaulieuCUNA Brokerage Services, Inc.Cetera Advisor Networks LLC05-03-2019
Jack Armand HindsCambridge Investment Research, Inc.Cetera Advisor Networks LLC01-28-2009
James Edwin AlmondCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-01-2009
James Henry SaulnierCambridge Investment Research, Inc.Cetera Advisor Networks LLC$2509-06-2012
Jason Samuel SpecinerCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-01-2013
Jay Joseph KowalskiCambridge Investment Research, Inc.Cetera Advisor Networks LLC01-04-2010
John Gregory UtterQuestar Capital CorporationCetera Advisor Networks LLC12-16-2016
Kristen Janeene HafnerCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-16-2009
Lisa Marie MazzolaCambridge Investment Research, Inc.Cetera Advisor Networks LLC10-01-2009
Mark Donald McCombsLPL Financial LLCCetera Advisor Networks LLC$2512-18-2009
Matthew T NewmanCambridge Investment Research, Inc.Cetera Advisor Networks LLC$10001-01-2010
Michael Arthur Thomas Jr.Cambridge Investment Research, Inc.Cetera Advisor Networks LLC01-02-2009
Michael David RaymondCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1005-01-2014
Patric Joseph WallaceCambridge Investment Research, Inc.Cetera Advisor Networks LLC$10010-01-2009
Ty Jeremy BaileyCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-01-2013

Showing 1 to 21 of 21 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.