2 advisors left Cambridge Investment Research Advisors, Inc. (Merritt Island, FL) for Sowell Management on the same day

Why now: Dated 2026-09-04 (filing); first seen by DFX 2026-09-15.

Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.

advisors

exposure unknown

basis UNKNOWN

State

New

Historical signal

not measured as a predictor

Confidence

0.85

a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).

DFX product: Advisor Recruiting Intelligence

• Daryl T Seaton · President and Ceo · SOWELL MANAGEMENT
• William Chesley Sowell · Founder and Chief Strategy Officer · SOWELL MANAGEMENT
• Cynthia Sowell · Evp · SOWELL MANAGEMENT
• Colleen Mcguire Bell · President, Innovation and Experience, Director · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
• Seth Aaron Miller · President, Advocacy and Administration, General Counsel, Director · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
• Tammy Ann Robbins · Executive Vice President, Chief Business Development Officer · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.