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
William Timothy BourneCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Charles Henry Russell IVCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Brandon Glenn HedrickCambridge Investment Research, Inc.Nationwide Securities, LLC11-18-2019
Taylor Burwell SmithCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC11-18-2019
Tracy Graham MeltonCambridge Investment Research, Inc.Salomon and Ludwin02-07-2019
Ravi Chavali NarayanCambridge Investment Research, Inc.Summit Brokerage Services, Inc.01-18-2019
Joseph Scott KomarnickiCambridge Investment Research, Inc.Latitude Advisors, LLC10-26-2018
Robert William BlackCambridge Investment Research, Inc.Nationwide Investment Services Corporation03-01-2018
Divam Nayan MehtaCambridge Investment Research, Inc.INVEST Financial Corporation12-15-2017
Wiley Cecil Keel Jr.Cambridge Investment Research, Inc.1st Global Capital Corp.11-16-2017
Ricky Lynn RobertsonCambridge Investment Research, Inc.1st Global Capital Corp.11-16-2017
Robert Amir FeiseeCambridge Investment Research, Inc.National Planning Corporation10-17-2017
Mark Kevin KingCambridge Investment Research, Inc.WFG Investments, Inc.08-22-2017
John Stephan NagleCambridge Investment Research, Inc.Edward Jones05-26-2017
William Brett CollinsCambridge Investment Research, Inc.MML Investors Services, LLC05-04-2017
Philip Thomas CorsoCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC01-06-2017
Jon William LindbergCambridge Investment Research, Inc.Kovack Securities Inc.05-16-2016
Mark Steven AsterCambridge Investment Research, Inc.Transamerica Financial Advisors, Inc04-29-2016
Barry S. EuzentCambridge Investment Research, Inc.Transamerica Financial Advisors, Inc04-19-2016
Jason Carlton LesnikCambridge Investment Research, Inc.Wall Street Financial Group, Inc.04-01-2016
Barry Daniel FadelyCambridge Investment Research, Inc.Wall Street Financial Group, Inc.03-16-2016
Robert Charles StevensCambridge Investment Research, Inc.Stifel, Nicolaus & Company, Incorporated01-27-2016
Gina Gray EdwardsCambridge Investment Research, Inc.MML Investors Services, LLC05-11-2015
Jinette Marie ChiappettaCambridge Investment Research, Inc.Cambridge Investment Research, Inc.03-06-2015
Gregory P. GrimsleyCambridge Investment Research, Inc.Novak Financial Planning LLC01-02-2015
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Showing 1 to 25 of 102 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.