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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Leslie DahlCambridge Investment Research, Inc.Capital Financial Services, Inc.08-17-2009
Jule Brandon ButlerCambridge Investment Research, Inc.Mutual Service Corporation$1008-26-2009
Craig L. MeyerCambridge Investment Research, Inc.Mutual Service Corporation08-26-2009
Brian M. MuchCambridge Investment Research, Inc.Mutual Service Corporation08-26-2009
Robert C KniprathCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-03-2010
Sharon Marie BlechingerCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$5004-29-2010
Laura Lee WilcoxCambridge Investment Research, Inc.Securities America, Inc.05-02-2011
Bradley Charles BaldridgeCambridge Investment Research, Inc.Securities America, Inc.05-02-2011
Jeremy A. ArgueCambridge Investment Research, Inc.Signator Investors, Inc.02-28-2012
Jeffrey Jay LambCambridge Investment Research, Inc.Signator Investors, Inc.$1002-28-2012
Michael Ernest VenturiniCambridge Investment Research, Inc.Annex Wealth Management, LLC$1004-02-2012
Jeremy Chad MashburnCambridge Investment Research, Inc.New England Securities07-02-2012
Lisa A. Churas WernerCambridge Investment Research, Inc.MML Investors Services, LLC06-03-2013
Jeremy Thomas WellerCambridge Investment Research, Inc.Morgan Stanley02-14-2014
Michael Ruback SchechnerCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.03-03-2014
Donald Clark Hammond Jr.Cambridge Investment Research, Inc.Financial Telesis Inc$2508-13-2014
Jeffrey Joseph VenableCambridge Investment Research, Inc.LPL Financial LLC10-01-2014
Scott David KindermanCambridge Investment Research, Inc.MetLife Securities Inc.$1008-18-2015
James Lee DerivanCambridge Investment Research, Inc.LPL Financial LLC10-05-2015
Linda Gail KochCambridge Investment Research, Inc.SII Investments, Inc.$1010-23-2015
Michael Robert PalmisanoCambridge Investment Research, Inc.Concorde Investment Services, LLC$1011-30-2015
Craig Joseph WeyenbergCambridge Investment Research, Inc.Transamerica Financial Advisors, Inc01-04-2016
John Leo ChiappettaCambridge Investment Research, Inc.Ausdal Financial Partners, Inc.02-29-2016
Randall Robert BinversieCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$2503-01-2016
Ann Patricia GeigerCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-02-2016
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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.