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
Charles Gregory OrcuttCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.11-01-2018
David William JonesCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5010-31-2018
William Michael StewartCambridge Investment Research, Inc.Cetera Advisors LLC01-02-2019
Mary Joanne TerryCambridge Investment Research, Inc.Commonwealth Financial Network$3702-01-2018
David Gary SnowCambridge Investment Research, Inc.Edward Jones10-11-2018
Donald Paul Qualters Jr.Cambridge Investment Research, Inc.First Dominion Capital Corp.02-16-2018
Zel Edward BushCambridge Investment Research, Inc.LPL Financial LLC05-16-2018
Brian William YeakleyCambridge Investment Research, Inc.MML Investors Services, LLC$5011-01-2018
James Oneil StewartCambridge Investment Research, Inc.MML Investors Services, LLC$1003-23-2018
Susan Elaine SukysCambridge Investment Research, Inc.Money Concepts Capital Corp$1009-18-2018
Eric Michael BokeschCambridge Investment Research, Inc.Nationwide Investment Services Corporation$10007-16-2018
Robert Lee Smith Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC$1011-01-2018
Rebecca Romaine StewartCambridge Investment Research, Inc.Nationwide Securities, LLC11-01-2018
James Lee HoganCambridge Investment Research, Inc.Nationwide Securities, LLC11-01-2018
Scott Anthony MolinoCambridge Investment Research, Inc.Nationwide Securities, LLC11-01-2018
Eric Eugene BrownCambridge Investment Research, Inc.Nationwide Securities, LLC$1010-16-2018
Robert Nelson Stclair Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC10-16-2018
June Marie WieseCambridge Investment Research, Inc.Nationwide Securities, LLC10-16-2018
Vicki Lynn MisslerCambridge Investment Research, Inc.Nationwide Securities, LLC10-16-2018
John S. DimauroCambridge Investment Research, Inc.Robert W. Baird & Co. Incorporated08-14-2018
Donald M. McClurgCambridge Investment Research, Inc.Securities America, Inc.05-18-2018
Jack Burton SpencerCambridge Investment Research, Inc.Securities Service Network, LLC$5009-21-2018
Jeremy T. KelleyCambridge Investment Research, Inc.The Huntington Investment Company11-23-2018
Todd Thomas RohrerCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.01-02-2019

Showing 1 to 24 of 24 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.