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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Curtis J ArnoldCommonwealth Financial NetworkEdward Jones02-19-2020
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Luke PalmerCommonwealth Financial NetworkEdward Jones$2511-01-2019
Brian Christopher BisdorfCommonwealth Financial NetworkEdward Jones$15011-01-2019
Bridget Elise PalmerCommonwealth Financial NetworkEdward Jones11-01-2019
Lucas J SchmitzCommonwealth Financial NetworkEdward Jones10-15-2019
Timothy Edward Curtis MenefeeCommonwealth Financial NetworkEdward Jones$15008-30-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Matthew Lane UnderwoodCommonwealth Financial NetworkEdward Jones05-03-2019
Richard Kevin Sylvester JrCommonwealth Financial NetworkEdward Jones03-04-2019
Bryce KronkCommonwealth Financial NetworkEdward Jones$15001-18-2019
Joseph Christopher ScalzoCommonwealth Financial NetworkEdward Jones$2509-07-2018
Merritt Frank HarrisCommonwealth Financial NetworkEdward Jones$1005-11-2018
Ryan David SantCommonwealth Financial NetworkEdward Jones08-24-2017
Lan J. ShawCommonwealth Financial NetworkEdward Jones02-03-2017
Jeffrey A SturgeonCommonwealth Financial NetworkEdward Jones09-22-2016
Thomas J MuscatoCommonwealth Financial NetworkEdward Jones09-06-2016
William Lawrence Gaines Sr.Commonwealth Financial NetworkEdward Jones08-19-2016
Evan Thedore Lewis Jr.Commonwealth Financial NetworkEdward Jones08-15-2016
Mark KerrCommonwealth Financial NetworkEdward Jones05-20-2016
Christie CalivaCommonwealth Financial NetworkEdward Jones$2504-10-2015
Sara Jane Frank-HepferCommonwealth Financial NetworkEdward Jones$1012-05-2014
William Warren Armfield IICommonwealth Financial NetworkEdward Jones06-20-2014
Ka'Neda Nasha BullockCommonwealth Financial NetworkEdward Jones05-09-2014
Mark Justin GubernikCommonwealth Financial NetworkEdward Jones$5004-11-2014
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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.