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
Richard Charles DisharoonCambridge Investment Research, Inc.MML Investors Services, LLC$2504-24-2009
William Henry Parrish Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC04-24-2009
Wade Lance McMinn Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC01-31-2011
Bradley David BushCambridge Investment Research, Inc.Next Financial Group, Inc.06-03-2011
Richard D. BarbeeCambridge Investment Research, Inc.MetLife Securities Inc.02-01-2012
Robert James Burke Jr.Cambridge Investment Research, Inc.Lincoln Financial Advisors Corporation07-23-2012
Quentin Leon LedfordCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.01-02-2013
Donald Cedric BruceCambridge Investment Research, Inc.Foresters Equity Services, Inc.01-16-2013
Hugh James AtkinsonCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-17-2013
James Creath Ridley IVCambridge Investment Research, Inc.BB&T Investment Services, Inc.$2506-30-2014
Nicholas Wayne HodgeCambridge Investment Research, Inc.Fifth Third Securities, Inc.01-02-2015
Michael Wesley BrownCambridge Investment Research, Inc.LPL Financial LLC$5005-04-2015
Gregory Chandler RotheryCambridge Investment Research, Inc.Raymond James & Associates, Inc.$5007-20-2015
Kelli Lyn GabrielCambridge Investment Research, Inc.Securities America, Inc.$10011-06-2015
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC11-09-2015
Bryan Edward NormanCambridge Investment Research, Inc.LPL Financial LLC02-12-2016
Gregg Julian WallerCambridge Investment Research, Inc.SagePoint Financial, Inc.03-01-2016
Monte Brant MillerCambridge Investment Research, Inc.MML Investors Services, LLC$2504-25-2016
Jamie Estes SingletonCambridge Investment Research, Inc.Avantax Investment Services, Inc.06-23-2016
Heather Ogren HaleCambridge Investment Research, Inc.MetLife Securities Inc.$1007-15-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC11-04-2016
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Virginia Ann PackCambridge Investment Research, Inc.LPL Financial LLC03-16-2017
Erik James LindseyCambridge Investment Research, Inc.NYLIFE Securities LLC04-18-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC06-02-2017
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Showing 1 to 25 of 43 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.