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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Lawrence Mcreynolds Jr.Cambridge Investment Research, Inc.Commonwealth Financial Network$2705-31-2018
Chee Chung HonCambridge Investment Research, Inc.U.S. Bancorp Investments, Inc.05-23-2018
Jason Robert MathisCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$1005-22-2018
Donald M McclurgCambridge Investment Research, Inc.Securities America, Inc.$15005-18-2018
Matthew Jay DernisCambridge Investment Research, Inc.Fortune 360 Group LLC$5005-18-2018
Benjamin David JohnsonCambridge Investment Research, Inc.Securities America, Inc.05-17-2018
Joshua Jon BeitelCambridge Investment Research, Inc.Cetera Investment Services LLC05-15-2018
Reuben Lewis IVCambridge Investment Research, Inc.Investacorp, Inc.05-07-2018
Kathy Ann MerrittCambridge Investment Research, Inc.LPL Financial LLC$105-04-2018
James K LancasterCambridge Investment Research, Inc.Alera Investment Advisors, LLC05-02-2018
John Gary LadickCambridge Investment Research, Inc.Woodbury Financial Services, Inc.04-30-2018
Michael David EardleyCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$2504-30-2018
Gary Stewart BedfordCambridge Investment Research, Inc.Western Wealth Management LLC$10004-24-2018
Laurie Lynn TaylorCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Mindy Ann CookCambridge Investment Research, Inc.Ameritas Investment Corp.04-17-2018
Nancie Thompson MoodyCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Thomas Soborowski StephensCambridge Investment Research, Inc.First Allied Securities, Inc.$2504-10-2018
Bryan Christopher BeamerCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$50004-09-2018
Jeffrey Allen MillsCambridge Investment Research, Inc.Waddell & Reed$10004-06-2018
Richard L MillerCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-03-2018
Jason Moore SeldomridgeCambridge Investment Research, Inc.LPL Financial LLC03-28-2018
Tim D SullivanCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$5003-23-2018
Robert Wayne RomeoCambridge Investment Research, Inc.TIAA-CREF Individual & Institutional Services, LLC$5003-21-2018
Kenneth James Lazzini Jr.Cambridge Investment Research, Inc.Waddell & Reed03-13-2018
Joseph M MilanoCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC$2503-08-2018
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Showing 76 to 100 of 130 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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