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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vernon Douglas Isaacs IIIEdward JonesCetera Investment Services LLC09-06-2019
Robert Yungchae ChungEdward JonesCetera Investment Services LLC03-01-2019
Christopher Michael AllenEdward JonesCetera Investment Services LLC$10001-11-2019
Andrew David LangEdward JonesCetera Investment Services LLC09-07-2018
Tara Hockett WiswallEdward JonesCetera Investment Services LLC09-07-2018
Eric Robert DewaltEdward JonesCetera Investment Services LLC08-16-2018
Joseph KellyEdward JonesCetera Investment Services LLC10-06-2017
Andrew Robert CoveEdward JonesCetera Investment Services LLC$5009-29-2017
Jay Laird GriffinEdward JonesCetera Investment Services LLC$1006-30-2017
Aaron K. KoykkariEdward JonesCetera Investment Services LLC12-19-2016
Aaron W. QuinnEdward JonesCetera Investment Services LLC10-28-2016
Sean Evan McGuireEdward JonesCetera Investment Services LLC$1004-22-2016
Marissa Antoinette Pinto BurtEdward JonesCetera Investment Services LLC01-22-2016
Jeremy Wayne PaytonEdward JonesCetera Investment Services LLC01-04-2016
Brenda Lee BruggerEdward JonesCetera Investment Services LLC11-16-2015
Bruce MeadeEdward JonesCetera Investment Services LLC01-23-2015
Lillian Benolia HendersonEdward JonesCetera Investment Services LLC12-08-2014
Hadi Aaron SaleEdward JonesCetera Investment Services LLC08-11-2014
Roderick Charles Byers SalterEdward JonesCetera Investment Services LLC02-14-2014
Mark D MillerEdward JonesCetera Investment Services LLC11-29-2010
Laura Anne BurbackEdward JonesCetera Investment Services LLC$5007-09-2010
Brian Ralph OstranderEdward JonesCetera Investment Services LLC11-13-2009
Mitchell Bryant OwensEdward JonesCetera Investment Services LLC$10007-17-2009

Showing 1 to 23 of 23 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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