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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Carla Gaye CurryCetera Advisors LLCEdward Jones$25004-19-2016
Dana Ann CloydCetera Advisors LLCEdward Jones09-12-2012
Daniel LekkiCetera Advisors LLCEdward Jones07-25-2019
Dustin Mac BrownCetera Advisors LLCEdward Jones$25007-18-2017
Emma Marie SmithCetera Advisors LLCEdward Jones09-30-2019
Gabriel A. RamosCetera Advisors LLCEdward Jones$10003-26-2013
Gary Ryan FletcherCetera Advisors LLCEdward Jones$50007-20-2015
Gregory Gordon HomerCetera Advisors LLCEdward Jones03-27-2017
Hb Smart IICetera Advisors LLCEdward Jones$10001-29-2013
James Bryan StarkCetera Advisors LLCEdward Jones02-08-2013
James George WitkowskiCetera Advisors LLCEdward Jones$25012-10-2009
James Patrick MacdougallCetera Advisors LLCEdward Jones07-12-2013
Jason Abel JonesCetera Advisors LLCEdward Jones02-22-2019
Karen D TrekellCetera Advisors LLCEdward Jones08-26-2011
Kevin James WalkerCetera Advisors LLCEdward Jones$25008-15-2014
Kraig Kerry KellerCetera Advisors LLCEdward Jones$41010-03-2011
Lamont Maurice StewartCetera Advisors LLCEdward Jones$10002-25-2011
Lang Phu NguyenCetera Advisors LLCEdward Jones$15002-14-2019
Lionel Vincent EvansCetera Advisors LLCEdward Jones$25001-31-2017
Marcus Todd AlleyCetera Advisors LLCEdward Jones$50004-13-2012
Marie Sharon EverittCetera Advisors LLCEdward Jones$10007-06-2011
Mitchell L. WassinkCetera Advisors LLCEdward Jones04-06-2016
Paul JohnsCetera Advisors LLCEdward Jones$10007-31-2012
Phillip B IsanCetera Advisors LLCEdward Jones06-27-2014
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Showing 1 to 25 of 32 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.