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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$3909-08-2017
Andrew H. NollmanCambridge Investment Research, Inc.Edward Jones02-06-2009
Anita Louise RitterCambridge Investment Research, Inc.Edward Jones$1005-05-2011
Barbara W. MullCambridge Investment Research, Inc.Edward Jones$2511-17-2017
Carl Duval Cress IIICambridge Investment Research, Inc.Edward Jones$2503-16-2016
Cheryl Jean StultzCambridge Investment Research, Inc.Edward Jones10-07-2016
David J. LlewellynCambridge Investment Research, Inc.Edward Jones09-17-2010
Demian Emilio PentonCambridge Investment Research, Inc.Edward Jones09-17-2010
Dennis D. SumpCambridge Investment Research, Inc.Edward Jones$15011-19-2018
Erik Anthony SmithCambridge Investment Research, Inc.Edward Jones07-01-2011
Gabriel Johanan SmithCambridge Investment Research, Inc.Edward Jones$2505-14-2010
Harrison Michael KennardCambridge Investment Research, Inc.Edward Jones05-03-2010
Henry Bigornia NigosCambridge Investment Research, Inc.Edward Jones$2502-06-2009
Jacob Thomas LowryCambridge Investment Research, Inc.Edward Jones03-01-2013
John Paul Martin Jr.Cambridge Investment Research, Inc.Edward Jones$1007-09-2019
Leon Pierre AugustineCambridge Investment Research, Inc.Edward Jones05-05-2016
Mary Kathleen Brown-ThibodeauCambridge Investment Research, Inc.Edward Jones$1008-31-2012
Matthew Thomas GolbaCambridge Investment Research, Inc.Edward Jones01-23-2012
Michael James CanidaCambridge Investment Research, Inc.Edward Jones08-10-2015
Michael Paul FrancoeurCambridge Investment Research, Inc.Edward Jones01-06-2012
Rebecca Leigh JonesCambridge Investment Research, Inc.Edward Jones$2509-17-2010
Richard Wyllie SingletonCambridge Investment Research, Inc.Edward Jones05-18-2011
Shanna Joelle TingomCambridge Investment Research, Inc.Edward Jones04-17-2015
Stacy Lee FooteCambridge Investment Research, Inc.Edward Jones11-21-2013
Steven A. AdamsCambridge Investment Research, Inc.Edward Jones02-02-2015
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Showing 1 to 25 of 28 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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