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
Andrew Theo GlatzelSecurities America, Inc.Edward Jones$25009-24-2009
Matthew J. HigginsSecurities America, Inc.Edward Jones03-08-2010
Daniel Austin LinnettSecurities America, Inc.Edward Jones$50007-30-2010
Philip Franklin BowlesSecurities America, Inc.Edward Jones$10009-01-2010
Chad David KnewtsonSecurities America, Inc.Edward Jones09-21-2010
Billy James FunderburkSecurities America, Inc.Edward Jones$10007-08-2011
Paul Austin DevereauxSecurities America, Inc.Edward Jones$10002-03-2012
Matthew Lee GreinerSecurities America, Inc.Edward Jones06-01-2012
Kristian James LamontSecurities America, Inc.Edward Jones$50001-07-2013
Christian Uche ChukwumaSecurities America, Inc.Edward Jones$10008-08-2013
Andrew John EmkenSecurities America, Inc.Edward Jones$50012-03-2013
Tyler Edward SchultzSecurities America, Inc.Edward Jones$25003-01-2014
Frank Jeffrey LupuSecurities America, Inc.Edward Jones$25004-24-2014
Brandon Leroy CoblentzSecurities America, Inc.Edward Jones09-26-2014
Hillary Theodosia CrossSecurities America, Inc.Edward Jones$10010-23-2014
Phillip Harrison Carrell Jr.Securities America, Inc.Edward Jones11-12-2015
Mark Benjamin GrootersSecurities America, Inc.Edward Jones02-01-2016
PAUL MARTIN BETENBAUGHSecurities America, Inc.Edward Jones$25003-10-2016
Paul David KlementSecurities America, Inc.Edward Jones04-22-2016
Raymond Kenzie Jenkins Jr.Securities America, Inc.Edward Jones$22009-02-2016
Ernesto Guadalupe MendozaSecurities America, Inc.Edward Jones$15003-10-2017
Bruce Jackman PorterSecurities America, Inc.Edward Jones$10005-05-2017
Richard Barry HaynesSecurities America, Inc.Edward Jones11-06-2017
Matthew James KennedySecurities America, Inc.Edward Jones01-22-2018
Mandeep Kaur BasraSecurities America, Inc.Edward Jones01-29-2018
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Showing 1 to 25 of 33 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.