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
Erik George FordCambridge Investment Research, Inc.1st Global Advisors Inc$25010-01-2018
James K LancasterCambridge Investment Research, Inc.Alera Investment Advisors, LLC05-02-2018
Alexander GrinshpunCambridge Investment Research, Inc.Asset Management Group Ltd09-09-2016
Michael Allen BabcockCambridge Investment Research, Inc.B.B. Graham & Company, Inc.07-01-2019
Brian James BushnellCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.11-27-2015
John Wayne AntrobusCambridge Investment Research, Inc.Brewer Financial Services, LLC$10011-17-2010
Mark Lee NawrockiCambridge Investment Research, Inc.Brooklight Place Securities, Inc.05-17-2017
Julianne Finato ThorntonCambridge Investment Research, Inc.Cetera Advisor Networks LLC$17001-04-2010
Joseph James FragaleCambridge Investment Research, Inc.Cetera Advisor Networks LLC$25001-04-2010
Matthew T NewmanCambridge Investment Research, Inc.Cetera Advisor Networks LLC$10001-01-2010
Joseph Thomas ParkerCambridge Investment Research, Inc.Cetera Financial Specialists LLC01-30-2020
Scott Forrest GoldmanCambridge Investment Research, Inc.Champion Advisory Services, Inc$50005-18-2016
Curtis James HeinCambridge Investment Research, Inc.Citigroup Global Markets Inc.12-18-2009
Andrew Michael LohseCambridge Investment Research, Inc.Commonwealth Financial Network$10003-01-2012
Amanda J RobertsCambridge Investment Research, Inc.Edward Jones04-16-2013
Jacob Thomas LowryCambridge Investment Research, Inc.Edward Jones03-01-2013
Christopher Alan RobertsCambridge Investment Research, Inc.Edward Jones06-09-2011
Brenda Louis BridgesCambridge Investment Research, Inc.Equity Services, Inc.03-02-2020
John R. JohnstonCambridge Investment Research, Inc.Farmers Financial Solutions, LLC01-27-2020
Terrence Edward MaryniwCambridge Investment Research, Inc.Financial Telesis Inc08-08-2014
Russell Alan RybickiCambridge Investment Research, Inc.Financial West Group$10006-01-2015
Joseph Scott StankowskiCambridge Investment Research, Inc.Foresters Financial Services, Inc.$50003-28-2018
David Gerard LutschCambridge Investment Research, Inc.FSC Securities Corporation$25010-04-2019
James Aram Boyajian IIICambridge Investment Research, Inc.FSC Securities Corporation10-04-2019
Neil Peter Pagano Sr.Cambridge Investment Research, Inc.FSC Securities Corporation01-02-2019
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Showing 1 to 25 of 89 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.