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
Sherry Jean PraderAccess Financial Resources Inc.Arvest Wealth Management12-01-2016
John Thomas ClementAccess Financial Resources Inc.Arvest Wealth Management01-26-2015
John Michael PurznerAmeriprise Financial Services, LLCArvest Wealth Management11-17-2014
Rusty Clayton JonesBOK Financial Securities, Inc.Arvest Wealth Management12-04-2012
Justin Lee CorcoranBOK Financial Securities, Inc.Arvest Wealth Management$6403-10-2009
Albert B Collingbourne IVEdward JonesArvest Wealth Management05-29-2018
Kenneth Elvin Giager IIIFirst Financial Equity CorporationArvest Wealth Management03-05-2018
Jeff McElroy Shawn PeschkeLPL Financial LLCArvest Wealth Management$13502-15-2017
Nathan TolandLPL Financial LLCArvest Wealth Management$15007-30-2018
Shawn Dwayne PeschkeLPL Financial LLCArvest Wealth Management02-07-2017
Larry Dale EllisLPL Financial LLCArvest Wealth Management08-16-2016
Jason Aaron PinneyMML Investors Services, LLCArvest Wealth Management07-22-2014
Ashley Elizabeth CutshallMorgan StanleyArvest Wealth Management02-17-2017
Wayne Thomas ChoisnetMorgan StanleyArvest Wealth Management$1,00007-19-2013
Ann Molloy DaggPurshe Kaplan Sterling InvestmentsArvest Wealth Management$10001-16-2014
Robert Allen ArmstrongSecurities America, Inc.Arvest Wealth Management$5003-16-2015
James Kirk BairdTD Ameritrade Investment Management, LLCArvest Wealth Management$2502-07-2020

Showing 1 to 17 of 17 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.