Advisers on the Move TEST

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
Jodi Michelle DetwilerEdward JonesAXA Advisors, LLC10-21-2019
Colin WongEdward JonesAXA Advisors, LLC$25006-28-2019
Carl MikelEdward JonesAXA Advisors, LLC05-24-2019
Theresa Anne HarrisonEdward JonesAXA Advisors, LLC05-13-2019
Timtico Carnell WatermanEdward JonesAXA Advisors, LLC03-18-2019
Chia Hua SungEdward JonesAXA Advisors, LLC10-05-2018
Christian Robert TaylorEdward JonesAXA Advisors, LLC06-15-2018
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Brett Matthew SmootEdward JonesAXA Advisors, LLC04-02-2018
Anthony Robert DedierEdward JonesAXA Advisors, LLC03-20-2018
Danny Ray Blanks Jr.Edward JonesAXA Advisors, LLC10-17-2017
Carl Francis MaesEdward JonesAXA Advisors, LLC10-06-2017
Corey James LehanEdward JonesAXA Advisors, LLC10-04-2017
Eric J. FauroteEdward JonesAXA Advisors, LLC09-15-2017
Brittani Marie TilleyEdward JonesAXA Advisors, LLC06-19-2017
Jason Wesley SuggsEdward JonesAXA Advisors, LLC05-15-2017
Derek C SmithEdward JonesAXA Advisors, LLC05-11-2017
Stewart ScharfEdward JonesAXA Advisors, LLC$15010-03-2016
Suzanne F. ReamsEdward JonesAXA Advisors, LLC07-25-2016
Erick Mikal FieldEdward JonesAXA Advisors, LLC$10006-10-2016
Nickolas Ray RoederEdward JonesAXA Advisors, LLC03-23-2015
Matthew C StoutenburgEdward JonesAXA Advisors, LLC03-20-2015
Eric David MattisonEdward JonesAXA Advisors, LLC09-15-2014
Leonardo F ChangEdward JonesAXA Advisors, LLC$15008-04-2014
Donald Justin ThrashEdward JonesAXA Advisors, LLC05-16-2014
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Showing 1 to 25 of 41 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.