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
Kenneth Ira RosenbaumBuckingham Strategic WealthUBS Financial Services Inc.11-20-2009
Tammy Lynn CourtneyBuckingham Strategic WealthMorgan Keegan & Company, Inc.08-23-2010
Mark Eric WinlandBuckingham Strategic WealthMoneta Group Investment Advisors, LLC12-13-2010
Brian Raymond GregorekBuckingham Strategic WealthEdward Jones07-31-2012
Jovita Ruiz HonorBuckingham Strategic WealthFOUNDERS FINANCIAL NETWORK, LLC08-29-2012
Daniel Collins TaylorBuckingham Strategic WealthFounders Financial Network, LLC08-29-2012
Bethany Elizabeth KetronBuckingham Strategic WealthJWA FINANCIAL GROUP, INC.07-01-2013
Micky Chamberlain ReevesBuckingham Strategic WealthJWA Financial Group, Inc.07-15-2013
Philip HoBuckingham Strategic WealthWEALTH MANAGEMENT GROUP, LLP02-06-2014
Mark John PitcherBuckingham Strategic WealthEdward Jones09-18-2014
Robert Dale MitchellBuckingham Strategic WealthRobert W. Baird & Co. Incorporated10-21-2014
Michael Lee ClaymanBuckingham Strategic WealthHufford Advisors, LLC10-28-2014
Kurt Christian WunderlichBuckingham Strategic WealthEdward Jones12-05-2014
David Robert LuckesBuckingham Strategic WealthMerrill Lynch, Pierce, Fenner & Smith Incorporated01-05-2015
Jeremy Jacob BleyenbergBuckingham Strategic WealthLPL Financial LLC02-27-2015
Jarrett Daniel SimpsonBuckingham Strategic WealthMoney Concepts Capital Corp06-17-2015
Emilie Hanna SchafferBuckingham Strategic WealthHM Capital Management, LLC09-03-2015
William Jay BenderBuckingham Strategic WealthClarity Financial Planners12-05-2016
Josh David LozowBuckingham Strategic WealthCAM Investor Solutions07-19-2019

Showing 1 to 19 of 19 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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