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
Neal David ClemensCambridge Investment Research, Inc.USA Financial Securities Corporation06-27-2019
Jeremy Ty KelleyCambridge Investment Research, Inc.The Huntington Investment Company$111-23-2018
Brian William YeakleyCambridge Investment Research, Inc.MML Investors Services, LLC$5011-01-2018
Charles Gregory OrcuttCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.11-01-2018
James Lee HoganCambridge Investment Research, Inc.Nationwide Securities, LLC$1011-01-2018
Charles Edwin KerrCambridge Investment Research, Inc.The Huntington Investment Company$2510-12-2018
Susan E SukysCambridge Investment Research, Inc.Money Concepts Capital Corp$1009-18-2018
John S DimauroCambridge Investment Research, Inc.Robert W. Baird & Co. Incorporated$2508-14-2018
Donald M McclurgCambridge Investment Research, Inc.Securities America, Inc.$15005-18-2018
Donald Paul Qualters Jr.Cambridge Investment Research, Inc.First Dominion Capital Corp.02-16-2018
Michael Francis MossCambridge Investment Research, Inc.INVEST Financial Corporation$50012-01-2017
Daniel Lynn FellersCambridge Investment Research, Inc.INVEST Financial Corporation11-30-2017
Steven Charles HakalaCambridge Investment Research, Inc.MML Investors Services, LLC11-15-2017
Bradley Scott HornerCambridge Investment Research, Inc.INVEST Financial Corporation11-08-2017
Harold J LeachCambridge Investment Research, Inc.National Planning Corporation11-01-2017
John Robert Crane Jr.Cambridge Investment Research, Inc.National Planning Corporation$1811-01-2017
Joseph Sean ArnoldCambridge Investment Research, Inc.National Planning Corporation$1011-01-2017
Steven Patrick ArengoCambridge Investment Research, Inc.INVEST Financial Corporation11-01-2017
Geoffrey Chad RingleCambridge Investment Research, Inc.INVEST Financial Corporation10-18-2017
Nathan Michael KosmanCambridge Investment Research, Inc.INVEST Financial Corporation$12410-16-2017
Ryan Frank AntepenkoCambridge Investment Research, Inc.INVEST Financial Corporation$5010-16-2017
Ryan Patrick GroteCambridge Investment Research, Inc.INVEST Financial Corporation10-16-2017
Thomas P GildayCambridge Investment Research, Inc.INVEST Financial Corporation10-16-2017
Jeffrey David MucciaroneCambridge Investment Research, Inc.The Huntington Investment Company07-17-2017
Edward Eugene BowmanCambridge Investment Research, Inc.Nationwide Securities, LLC06-30-2017
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Showing 1 to 25 of 94 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.


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