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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Paul Evans Jr.SagePoint Financial, Inc.Edward Jones$15002-13-2018
Donna Rae BaxSagePoint Financial, Inc.Edward Jones05-11-2016
Seth David LampmanSagePoint Financial, Inc.Edward Jones09-04-2014
Eric J. SchmidtSagePoint Financial, Inc.Edward Jones07-19-2013
Byron Eddie ArnoldSagePoint Financial, Inc.Edward Jones06-04-2013
Casey Allen LarsonSagePoint Financial, Inc.Edward Jones$1002-08-2013
James Dennis TousignantSagePoint Financial, Inc.Edward Jones$1003-19-2012
Annmarie HoerrSagePoint Financial, Inc.Edward Jones11-16-2011
Jack DvirSagePoint Financial, Inc.Edward Jones$2504-15-2011
Scott Allen WebsterSagePoint Financial, Inc.Edward Jones03-24-2011
Karen Denise WeibleSagePoint Financial, Inc.Edward Jones10-25-2010
Susan Escudero OsbornSagePoint Financial, Inc.Edward Jones08-11-2010

Showing 1 to 12 of 12 entries

Page 1

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.

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