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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Kirk BairdTD Ameritrade Investment Management, LLCArvest Wealth Management$2502-07-2020
Timothy Don MillsFSC Securities CorporationArvest Wealth Management$15008-14-2018
Carl David NorrisCetera Advisor Networks LLCArvest Wealth Management$15006-08-2018
Albert Byron Collingbourne IVEdward JonesArvest Wealth Management05-29-2018
Kenneth Elvin Giager IIIFirst Financial Equity CorporationArvest Wealth Management03-05-2018
Sherry Jean PraderAccess Financial Resources Inc.Arvest Wealth Management12-01-2016
Larry Dale EllisLPL Financial LLCArvest Wealth Management08-16-2016
Grant Christian DeyoeRaymond James Financial Services, Inc.Arvest Wealth Management04-08-2016
Nathan Todd HabermanRaymond James Financial Services, Inc.Arvest Wealth Management03-18-2016
Brent Michael SuchyMorgan StanleyArvest Wealth Management09-08-2015
John Atwood Harding Jr.Cetera Advisors LLCArvest Wealth Management08-07-2015
Robert Allen ArmstrongSecurities America, Inc.Arvest Wealth Management$5003-16-2015
John Thomas ClementAccess Financial Resources Inc.Arvest Wealth Management01-26-2015
Geoff Tanner JohnsonT.S. Phillips Investments, Inc.Arvest Wealth Management12-03-2014
John Michael PurznerAmeriprise Financial Services, LLCArvest Wealth Management$111-17-2014
Jason Aaron PinneyMML Investors Services, LLCArvest Wealth Management$10007-22-2014
Valery Lynn OswaldRaymond James & Associates, Inc.Arvest Wealth Management01-10-2014
Wayne Thomas ChoisnetMorgan StanleyArvest Wealth Management$2507-19-2013
Rusty Clayton JonesBOK Financial Securities, Inc.Arvest Wealth Management$10012-04-2012
Erik Ulysses HandcockLPL Financial LLCArvest Wealth Management04-23-2012
Tylen Lee TurmanLPL Financial LLCArvest Wealth Management04-11-2012
Gabrielle Leigh MillerRaymond James Financial Services, Inc.Arvest Wealth Management02-02-2011
Conard Brent TerrellAXA Advisors, LLCArvest Wealth Management11-05-2010
Zachary Dale ArcherBOK Financial Securities, Inc.Arvest Wealth Management06-02-2010
Scotty Vaden DeanMML Investors Services, LLCArvest Wealth Management05-14-2010
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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.