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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abraham Edward WalshAmeriprise Financial Services, Inc.Edward Jones$25008-09-2017
Adam Bruce AndersonAmeriprise Financial Services, Inc.Edward Jones$15005-11-2018
Adam Francis ReeseAmeriprise Financial Services, Inc.Edward Jones08-13-2019
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Alden Gerard HagardornAmeriprise Financial Services, Inc.Edward Jones$10009-03-2010
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019
Alexis Aaron VillarrealAmeriprise Financial Services, Inc.Edward Jones$50012-08-2017
Alfred Thomas Duncan IIIAmeriprise Financial Services, Inc.Edward Jones$15010-23-2018
Alton Stanley Buzzell Jr.Ameriprise Financial Services, Inc.Edward Jones02-27-2014
Andrew David ClarkeAmeriprise Financial Services, Inc.Edward Jones$25007-02-2012
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Andrew Justin HessAmeriprise Financial Services, Inc.Edward Jones06-10-2014
Ann Lucy HerreroAmeriprise Financial Services, Inc.Edward Jones$10003-27-2015
Anthony Markland DonnellyAmeriprise Financial Services, Inc.Edward Jones11-26-2010
Arthur Hammond ScottAmeriprise Financial Services, Inc.Edward Jones$10009-14-2012
Barbara Ann CantwellAmeriprise Financial Services, Inc.Edward Jones$50010-05-2012
Barbara Gayle HortonAmeriprise Financial Services, Inc.Edward Jones$25005-16-2014
Barry Wayne TateAmeriprise Financial Services, Inc.Edward Jones$10008-23-2013
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones$10005-03-2019
Benjamin John TiernanAmeriprise Financial Services, Inc.Edward Jones04-30-2015
Blair James PerryAmeriprise Financial Services, Inc.Edward Jones10-23-2019
Bobby HoAmeriprise Financial Services, Inc.Edward Jones02-24-2009
Bradley Glenn BurtonAmeriprise Financial Services, Inc.Edward Jones05-12-2017
Bradley Kyle VandervluchtAmeriprise Financial Services, Inc.Edward Jones03-11-2016
Brandon LeonardAmeriprise Financial Services, Inc.Edward Jones11-23-2015
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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.