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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew William Shaw IIICUNA Brokerage Services, Inc.Edward Jones07-14-2014
Anja Hartleb-ParsonCUNA Brokerage Services, Inc.Edward Jones12-14-2017
Bethel L. ColemanCUNA Brokerage Services, Inc.Edward Jones$10012-16-2010
Brett GladdenCUNA Brokerage Services, Inc.Edward Jones03-29-2016
Craig Robert FloerkeCUNA Brokerage Services, Inc.Edward Jones$10008-01-2012
Daniel Gerard DevineCUNA Brokerage Services, Inc.Edward Jones$10007-28-2009
Dante Alexander TrimbleCUNA Brokerage Services, Inc.Edward Jones10-24-2018
David Bennett CutlerCUNA Brokerage Services, Inc.Edward Jones$10004-22-2015
David F QuintCUNA Brokerage Services, Inc.Edward Jones$10001-01-2013
Dean Norbert GoebelCUNA Brokerage Services, Inc.Edward Jones07-01-2010
Debra Lea HastingsCUNA Brokerage Services, Inc.Edward Jones06-16-2017
Eric Christian MartinezCUNA Brokerage Services, Inc.Edward Jones05-08-2015
Erin Michelle KleinCUNA Brokerage Services, Inc.Edward Jones12-07-2012
Jermaine PenderCUNA Brokerage Services, Inc.Edward Jones03-17-2009
Jesse Thomas MathenyCUNA Brokerage Services, Inc.Edward Jones03-29-2019
John A. GeeCUNA Brokerage Services, Inc.Edward Jones$10006-15-2018
John Ammon Brouse Jr.CUNA Brokerage Services, Inc.Edward Jones04-16-2009
John Francis DegelmannCUNA Brokerage Services, Inc.Edward Jones$10002-14-2017
Kenneth Alan ButdorfCUNA Brokerage Services, Inc.Edward Jones02-27-2009
Kenton Leone HartCUNA Brokerage Services, Inc.Edward Jones08-01-2010
Kyle Travis RotherCUNA Brokerage Services, Inc.Edward Jones06-18-2009
Margaret Leora KingCUNA Brokerage Services, Inc.Edward Jones10-02-2012
Richard Fifield JrCUNA Brokerage Services, Inc.Edward Jones12-18-2018
Rufus Leon Hawkins IICUNA Brokerage Services, Inc.Edward Jones08-28-2019
Ryan DeeCUNA Brokerage Services, Inc.Edward Jones11-18-2019
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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.