Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tamela SperrLPL FinancialEdward Jones$6811-16-2017
James ForsythLPL FinancialEdward Jones$7511-16-2017
Dennis JacksonLPL FinancialEdward Jones$13011-13-2017
Nicholas ThomLPL FinancialEdward Jones$5511-06-2017
William HindsLPL FinancialEdward Jones$7210-10-2017
Peter BlackwellLPL FinancialEdward Jones$5610-09-2017
Gabriella LundqvistLPL FinancialEdward Jones$7108-21-2017
Marc MrugalaLPL FinancialEdward Jones$6508-04-2017
Michael PickettLPL FinancialEdward Jones$5107-19-2017
Cliff CosperLPL FinancialEdward Jones$6105-05-2017
Kevin YingstLPL FinancialEdward Jones$6703-20-2017
Louis WrayLPL FinancialEdward Jones$12103-06-2017
James WebbLPL FinancialEdward Jones$6802-23-2017
David La RueLPL FinancialEdward Jones$5011-07-2016
Samantha Minh DinhLPL FinancialEdward Jones$5511-04-2016
Ryan HigginsLPL FinancialEdward Jones$5211-04-2016
Victor RaigozaLPL FinancialEdward Jones$5311-01-2016
Curtis GreenLPL FinancialEdward Jones$16010-31-2016
Jennifer GoLPL FinancialEdward Jones$5010-13-2016
Taysha PattersonLPL FinancialEdward Jones$7510-11-2016
John WileyLPL FinancialEdward Jones$7009-28-2016
Charles KuhtzLPL FinancialEdward Jones$7008-12-2016
Rodney SchurgLPL FinancialEdward Jones$14007-15-2016
Christopher LossingLPL FinancialEdward Jones$5507-07-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
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Showing 1 to 25 of 36 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.


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