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
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
Linda ChappellLPL FinancialEdward Jones$6001-01-2016
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Vondal DavidsonLPL FinancialEdward Jones$20007-09-2015
Paul CarlsonLPL FinancialEdward Jones$10306-19-2015
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
Michael SharplesLPL FinancialEdward Jones$005-26-2010

Showing 1 to 12 of 12 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.