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
Brent Thomas PetersINVEST Financial CorporationEdward Jones01-14-2013
Carl David NewtonINVEST Financial CorporationEdward Jones07-13-2011
Charles Steven RobertsINVEST Financial CorporationEdward Jones01-02-2009
Clayton D BentzenINVEST Financial CorporationEdward Jones05-27-2010
Deric Bernard GovernaleINVEST Financial CorporationEdward Jones$25001-02-2013
Donald Nelson Bower IIIINVEST Financial CorporationEdward Jones02-08-2016
Galen Kelly Eugene ReederINVEST Financial CorporationEdward Jones05-06-2013
James Blaise BattistoniINVEST Financial CorporationEdward Jones$10004-18-2011
Jamie Douglas HanlonINVEST Financial CorporationEdward Jones10-04-2016
Jeff Berry IunkerINVEST Financial CorporationEdward Jones02-09-2015
Kenneth Peter HarperINVEST Financial CorporationEdward Jones$10001-17-2012
Lonny Lee WintersINVEST Financial CorporationEdward Jones07-19-2013
Maegen ConnersINVEST Financial CorporationEdward Jones$10001-29-2014
Marissa Antoinette Pinto BurtINVEST Financial CorporationEdward Jones08-05-2013
Matthew Thomas HandleyINVEST Financial CorporationEdward Jones$50002-14-2017
Michael Douglas WeldyINVEST Financial CorporationEdward Jones$20001-28-2009
Michael Steven HillINVEST Financial CorporationEdward Jones$10003-30-2011
Peter Michael HerzogINVEST Financial CorporationEdward Jones06-15-2012
Scott Bradley LopezINVEST Financial CorporationEdward Jones10-19-2016
Sean Thomas RobertsINVEST Financial CorporationEdward Jones09-11-2015
Steven Marshall JulianINVEST Financial CorporationEdward Jones$25003-01-2013
Trevor Scott DavenportINVEST Financial CorporationEdward Jones04-24-2015

Showing 1 to 22 of 22 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.