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
Ashley Benton FellersCambridge Investment Research, Inc.Edward Jones$15003-06-2020
Thomas Evan GreenCambridge Investment Research, Inc.Edward Jones03-02-2020
Scott SutherlandCambridge Investment Research, Inc.Edward Jones01-17-2020
Judy Z HoCambridge Investment Research, Inc.Edward Jones11-01-2019
Zachary William PayneCambridge Investment Research, Inc.Edward Jones10-11-2019
John Paul Martin Jr.Cambridge Investment Research, Inc.Edward Jones$1007-09-2019
Erich A. KelleyCambridge Investment Research, Inc.Edward Jones07-01-2019
Dennis D. SumpCambridge Investment Research, Inc.Edward Jones11-19-2018
David Gary SnowCambridge Investment Research, Inc.Edward Jones10-11-2018
Nicola HerbowyCambridge Investment Research, Inc.Edward Jones05-01-2018
Barbara W. MullCambridge Investment Research, Inc.Edward Jones$2511-17-2017
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$3909-08-2017
William Joel IdlemanCambridge Investment Research, Inc.Edward Jones07-17-2017
John Stephan NagleCambridge Investment Research, Inc.Edward Jones05-26-2017
Cheryl Jean StultzCambridge Investment Research, Inc.Edward Jones10-07-2016
Michelle Deborah Buss StarksCambridge Investment Research, Inc.Edward Jones07-25-2016
Doug Leslie CoadCambridge Investment Research, Inc.Edward Jones07-01-2016
Leon Pierre AugustineCambridge Investment Research, Inc.Edward Jones05-05-2016
Carl Duval Cress IIICambridge Investment Research, Inc.Edward Jones$10003-16-2016
Michael James CanidaCambridge Investment Research, Inc.Edward Jones08-10-2015
Amanda Faye HartsonCambridge Investment Research, Inc.Edward Jones07-20-2015
Shanna Joelle TingomCambridge Investment Research, Inc.Edward Jones04-17-2015
Steven A. AdamsCambridge Investment Research, Inc.Edward Jones02-02-2015
Roland Wayne SwintekCambridge Investment Research, Inc.Edward Jones03-05-2014
Stacy Lee FooteCambridge Investment Research, Inc.Edward Jones11-21-2013
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Showing 1 to 25 of 51 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.