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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wheeler PulliamCetera Advisor Networks LLCEdward Jones12-20-2019
Robert Michael WellmanCetera Advisor Networks LLCEdward Jones11-15-2019
Paul Arthur GanowCetera Advisor Networks LLCEdward Jones08-08-2019
Kenneth Steven HyneCetera Advisor Networks LLCEdward Jones$10005-06-2019
Bradley Tadao KajiwaraCetera Advisor Networks LLCEdward Jones09-25-2018
Regan SampleCetera Advisor Networks LLCEdward Jones$15006-04-2018
Zachary HollowayCetera Advisor Networks LLCEdward Jones03-12-2018
Keith Allen JohnsonCetera Advisor Networks LLCEdward Jones01-16-2018
Jeremy BuschCetera Advisor Networks LLCEdward Jones12-14-2017
Evangeline Tyndall HerringtonCetera Advisor Networks LLCEdward Jones04-21-2017
Zachary James WeirichCetera Advisor Networks LLCEdward Jones03-21-2017
Carey Lee SunderlageCetera Advisor Networks LLCEdward Jones02-07-2017
Raymond Max MorrillCetera Advisor Networks LLCEdward Jones07-01-2016
John Charles DuffeyCetera Advisor Networks LLCEdward Jones06-21-2016
Jeffrey ReintjesCetera Advisor Networks LLCEdward Jones04-22-2016
Nathaniel Reed CoatsCetera Advisor Networks LLCEdward Jones11-23-2015
Timothy E. ReichsteinCetera Advisor Networks LLCEdward Jones08-12-2015
Terry J. FrenchCetera Advisor Networks LLCEdward Jones04-07-2015
Garth Ovead MoreauCetera Advisor Networks LLCEdward Jones$5011-17-2014
Nathan ScholesCetera Advisor Networks LLCEdward Jones10-13-2014
Ryan Lee BuckleCetera Advisor Networks LLCEdward Jones$1012-16-2013
Garrett Daniel LayellCetera Advisor Networks LLCEdward Jones03-06-2013
Quang T TranCetera Advisor Networks LLCEdward Jones02-06-2013
Monte James GehrtzCetera Advisor Networks LLCEdward Jones11-08-2012
David Todd GreenCetera Advisor Networks LLCEdward Jones05-21-2012
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Showing 1 to 25 of 33 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.