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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kellen KaneshiroCambridge Investment Research, Inc.MML Investors Services, LLC08-02-2018
Derrick Page MortonCambridge Investment Research, Inc.Park Avenue Securities LLC$1008-01-2018
Richard Alan FletcherCambridge Investment Research, Inc.EF Legacy Securities, LLC08-01-2018
Paul Eric MortonCambridge Investment Research, Inc.Park Avenue Securities LLC08-01-2018
Jan Axel TriblerCambridge Investment Research, Inc.Park Avenue Securities LLC$2507-25-2018
Donald Michael HealeyCambridge Investment Research, Inc.Signator Investors, Inc.$10007-24-2018
Donald Arthur ScarazzoCambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Paul Michael RotellCambridge Investment Research, Inc.Kestra Investment Services, LLC07-24-2018
Donald M. Healey Jr.Cambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$2507-24-2018
Richard Jakiel Jr.Cambridge Investment Research, Inc.Park Avenue Securities LLC07-24-2018
Mark Alan McLaffertyCambridge Investment Research, Inc.MML Investors Services, LLC07-20-2018
Barry Randal WiskirchenCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$5007-18-2018
Jason D. HassonCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-18-2018
Timothy John BolCambridge Investment Research, Inc.MML Investors Services, LLC07-18-2018
Gabriel Paul SchneissCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-18-2018
Michael Eric FayedCambridge Investment Research, Inc.Summit Brokerage Services, Inc.$5007-16-2018
Eric Michael BokeschCambridge Investment Research, Inc.Nationwide Investment Services Corporation$10007-16-2018
Joseph Paul WilliamsCambridge Investment Research, Inc.Charles Schwab & Co., Inc.07-16-2018
Christopher Adam DunhamCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-13-2018
Von D Dorcus Cook IICambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2507-13-2018
Sardar Sheraz IftikharCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2507-13-2018
Akhil KumarCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2507-13-2018
Stewart Irwin SchramCambridge Investment Research, Inc.Edwin C. Blitz Investments, Inc.07-12-2018
Edward J. Maedel LlCambridge Investment Research, Inc.Sigma Financial Corporation07-09-2018
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Showing 101 to 125 of 251 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.