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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan W. FosterCommonwealth Financial NetworkEdward Jones$50008-13-2010
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Brian Christopher BisdorfCommonwealth Financial NetworkEdward Jones$15011-01-2019
Bridget Elise PalmerCommonwealth Financial NetworkEdward Jones$10011-01-2019
Bryan James CrabtreeCommonwealth Financial NetworkEdward Jones$50007-17-2009
Bryce KronkCommonwealth Financial NetworkEdward Jones$15001-18-2019
Charles John FerrariCommonwealth Financial NetworkEdward Jones$50005-06-2011
Christie CalivaCommonwealth Financial NetworkEdward Jones$25004-10-2015
Diana Leigh WynnCommonwealth Financial NetworkEdward Jones08-06-2010
Evan Theodore Lewis Jr.Commonwealth Financial NetworkEdward Jones08-15-2016
Heidi Ann DetmerCommonwealth Financial NetworkEdward Jones$10012-07-2012
Jason C LabelleCommonwealth Financial NetworkEdward Jones$50006-12-2013
Jeffrey Anthony SturgeonCommonwealth Financial NetworkEdward Jones09-22-2016
Joseph Christopher ScalzoCommonwealth Financial NetworkEdward Jones$25009-07-2018
Julia Renee LindbergCommonwealth Financial NetworkEdward Jones$25008-06-2010
Justin Bradford MayCommonwealth Financial NetworkEdward Jones12-10-2019
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Ka'Neda Nasha BullockCommonwealth Financial NetworkEdward Jones05-09-2014
Kurt Eldon EakinCommonwealth Financial NetworkEdward Jones$50004-20-2012
Lan J. ShawCommonwealth Financial NetworkEdward Jones$10002-03-2017
Lucas J SchmitzCommonwealth Financial NetworkEdward Jones10-15-2019
Luke PalmerCommonwealth Financial NetworkEdward Jones$25011-01-2019
Luke Warren McKelvyCommonwealth Financial NetworkEdward Jones$10006-12-2013
Mark Justin GubernikCommonwealth Financial NetworkEdward Jones$50004-11-2014
Mark KerrCommonwealth Financial NetworkEdward Jones05-20-2016
Next Page »

Showing 1 to 25 of 40 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.


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