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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jim ForsythLPL FinancialEdward Jones$9611-17-2017
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 Financial Edward Jones$6703-20-2017
Louis WrayLPL Financial Edward Jones$12103-06-2017
James WebbLPL Financial Edward Jones$6802-23-2017
David La RueLPL Financial Edward Jones$5011-07-2016
Samantha Minh DinhLPL Financial Edward Jones$5511-04-2016
Ryan HigginsLPL Financial Edward Jones$5211-04-2016
Victor RaigozaLPL Financial Edward Jones$5311-01-2016
Curtis GreenLPL Financial Edward Jones$16010-31-2016
Jennifer GoLPL Financial Edward Jones$5010-13-2016
Taysha PattersonLPL Financial Edward Jones$7510-11-2016
John WileyLPL Financial Edward Jones$7009-28-2016
Charles KuhtzLPL Financial Edward Jones$7008-12-2016
Rodney SchurgLPL Financial Edward Jones$14007-15-2016
Christopher LossingLPL Financial Edward Jones$5507-07-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Calvin NeemanLPL FinancialEdward Jones$24004-18-2016
Hunter HartLPL FinancialEdward Jones$5503-31-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
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Showing 1 to 25 of 31 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.