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
Aaron J. RigdonCetera Investment Services LLCEdward Jones10-27-2009
Aaron W. QuinnCetera Investment Services LLCEdward Jones12-01-2015
Adriane Marie SasakiCetera Investment Services LLCEdward Jones$1008-30-2012
Alec Elias RosarioCetera Investment Services LLCEdward Jones$1003-01-2015
Amy J. GoeringCetera Investment Services LLCEdward Jones12-21-2010
Andrew Glenn AdamsCetera Investment Services LLCEdward Jones05-14-2015
Betty Jane BuzzellCetera Investment Services LLCEdward Jones10-31-2014
Bobby Botsford KellamCetera Investment Services LLCEdward Jones$2504-01-2014
Bobby ThibodeauxCetera Investment Services LLCEdward Jones02-25-2016
Brent D MeyersCetera Investment Services LLCEdward Jones10-01-2014
Brett Louis DartezCetera Investment Services LLCEdward Jones$5003-14-2013
Brian David BerryCetera Investment Services LLCEdward Jones08-01-2011
Brooke Christen BakerCetera Investment Services LLCEdward Jones05-01-2012
Cameron Lee PageCetera Investment Services LLCEdward Jones04-05-2018
Charles Robert HerringtonCetera Investment Services LLCEdward Jones$1010-03-2014
Chase K. FrostCetera Investment Services LLCEdward Jones05-23-2013
Christopher S. GeeCetera Investment Services LLCEdward Jones01-29-2013
Christopher S. JanusekCetera Investment Services LLCEdward Jones05-25-2017
Dave Allan ReedCetera Investment Services LLCEdward Jones08-07-2009
David Adam HolsteinCetera Investment Services LLCEdward Jones08-30-2019
David James MerkoskyCetera Investment Services LLCEdward Jones$2505-23-2014
Donald G AllisonCetera Investment Services LLCEdward Jones09-06-2016
Edward InchiostroCetera Investment Services LLCEdward Jones$15010-01-2018
Edward Michael GolomCetera Investment Services LLCEdward Jones04-01-2012
Ellen Jean FelmleeCetera Investment Services LLCEdward Jones02-05-2009
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Showing 1 to 25 of 72 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.