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
Andrew James RobertsSecurities America, Inc.Edward Jones06-20-2019
Joseph William MissmanSecurities America, Inc.Edward Jones05-03-2019
John Robert LidgettSecurities America, Inc.Edward Jones$10003-12-2019
Paul Joseph ScofieldSecurities America, Inc.Edward Jones12-10-2018
Sandra Kay CadeSecurities America, Inc.Edward Jones$15009-10-2018
Frances Waynette McKaySecurities America, Inc.Edward Jones06-04-2018
Mandeep Kaur BasraSecurities America, Inc.Edward Jones01-29-2018
Matthew James KennedySecurities America, Inc.Edward Jones01-22-2018
Bruce Jackman PorterSecurities America, Inc.Edward Jones$10005-05-2017
Bruce PorterSecurities America, Inc.Edward Jones$11203-01-2017
Paul David KlementSecurities America, Inc.Edward Jones04-22-2016
Hillary Theodosia CrossSecurities America, Inc.Edward Jones10-23-2014
Frank Jeffrey LupuSecurities America, Inc.Edward Jones$2504-24-2014
Andrew John EmkenSecurities America, Inc.Edward Jones12-03-2013
Christian Uche ChukwumaSecurities America, Inc.Edward Jones$1008-08-2013
Kristian James LamontSecurities America, Inc.Edward Jones$5001-07-2013
John LindseySecurities America, Inc.Edward Jones$10004-10-2012
Billy James FunderburkSecurities America, Inc.Edward Jones$1007-08-2011
Daniel Austin LinnettSecurities America, Inc.Edward Jones07-30-2010

Showing 1 to 19 of 19 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.

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