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
Heather Logan Moir-DanglerCambridge Investment Research, Inc.New England Securities09-16-2014
Scott J. HensleyEdward JonesNew England Securities07-17-2014
Martha S JohnsonCambridge Investment Research, Inc.New England Securities07-14-2014
Jacob Brian JaacksMorgan StanleyNew England Securities05-01-2014
William T. Klim Jr.Cambridge Investment Research, Inc.New England Securities12-19-2013
Stevan RasetaCambridge Investment Research, Inc.New England Securities12-19-2013
Edward George VargoCambridge Investment Research, Inc.New England Securities$2508-30-2013
Leon HirachetaWaddell & ReedNew England Securities$5012-17-2012
Timothy Alan FlickCambridge Investment Research, Inc.New England Securities$5006-04-2012
John BrackerWoodbury Financial Services, Inc.New England Securities04-19-2011
Thomas William CirksCambridge Investment Research, Inc.New England Securities$5009-01-2010
Natalie Ann PaveyCambridge Investment Research, Inc.New England Securities09-01-2010
Bret James FelknorCambridge Investment Research, Inc.New England Securities05-28-2010
Robert Arthur GoodmanUnited Planners' Financial Services of America A Limited PartnerNew England Securities10-07-2009
Bradley Brian SterkCambridge Investment Research, Inc.New England Securities$5010-01-2009
Christopher Lowell ChildersCambridge Investment Research, Inc.New England Securities10-01-2009

Showing 1 to 16 of 16 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.