Advisers on the Move

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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin D. Kuebler1st Global Capital Corp.AXA Advisors, LLC$2502-17-2011
Parker Josiah TroutnerAllied Wealth ManagementAXA Advisors, LLC05-08-2018
Robert M. Adams Jr.Allstate Financial Services, LLCAXA Advisors, LLC07-20-2009
Caleb Keaghey JohnsonBBVA Securities Inc.AXA Advisors, LLC11-28-2017
Harold August Michael Dede IIICambridge Investment Research, Inc.AXA Advisors, LLC$1008-01-2017
Rebecca Dawn TurnerCambridge Investment Research, Inc.AXA Advisors, LLC11-14-2014
Christopher Dee JeffersCambridge Investment Research, Inc.AXA Advisors, LLC$5006-30-2014
Colin WongEdward JonesAXA Advisors, LLC$2506-28-2019
Leonardo F ChangEdward JonesAXA Advisors, LLC08-04-2014
Christopher Barrett AndersonEdward JonesAXA Advisors, LLC$10002-28-2014
Ronda AdkinsFarmers Financial Solutions, LLCAXA Advisors, LLC09-24-2015
Jessica Denee HunnicuttFarmers Financial Solutions, LLCAXA Advisors, LLC06-24-2010
Taylor Austin ChamnessFrost Brokerage Services, Inc.AXA Advisors, LLC07-16-2019
Alex Russell BahunFrost Brokerage Services, Inc.AXA Advisors, LLC10-15-2012
Celia Mae ScottGood Life Advisors, LLCAXA Advisors, LLC12-14-2015
Jennifer Lee VillarrealGWN Securities Inc.AXA Advisors, LLC11-10-2015
Kenneth SedlockGWN Securities Inc.AXA Advisors, LLC$2509-03-2015
Colleen Elizabeth NurreGWN Securities Inc.AXA Advisors, LLC04-06-2015
Rhonda FosterGWN Securities Inc.AXA Advisors, LLC06-03-2014
Sharon Lynne KollmarHD Vest Investment ServicesAXA Advisors, LLC09-28-2017
Stephen Tyler McKimmeyHilltop Securities Independent Network Inc.AXA Advisors, LLC05-06-2014
Doyle Eugene Walters Jr.Investacorp, Inc.AXA Advisors, LLC12-14-2009
Jonathan David CummingsInvestacorp, Inc.AXA Advisors, LLC12-14-2009
Bobby Louis Pennington IIIJ.P. Morgan Securities LLCAXA Advisors, LLC06-05-2019
Bradley Aaron CostiloeJ.P. Morgan Securities LLCAXA Advisors, LLC04-09-2019
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Showing 1 to 25 of 72 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.


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