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 James RobertsSecurities America, Inc.Edward Jones06-20-2019
Andrew John EmkenSecurities America, Inc.Edward Jones12-03-2013
Andrew Theo GlatzelSecurities America, Inc.Edward Jones$2509-24-2009
Billy James FunderburkSecurities America, Inc.Edward Jones$1007-08-2011
Brandon Leroy CoblentzSecurities America, Inc.Edward Jones09-26-2014
Bruce Jackman PorterSecurities America, Inc.Edward Jones$10005-05-2017
Chad David KnewtsonSecurities America, Inc.Edward Jones09-21-2010
Christian Uche ChukwumaSecurities America, Inc.Edward Jones$1008-08-2013
Daniel Austin LinnettSecurities America, Inc.Edward Jones07-30-2010
Ernesto G. MendozaSecurities America, Inc.Edward Jones03-10-2017
Frances Waynette McKaySecurities America, Inc.Edward Jones06-04-2018
Hillary Theodosia CrossSecurities America, Inc.Edward Jones10-23-2014
John Cunningham LindseySecurities America, Inc.Edward Jones$15003-30-2012
John Robert LidgettSecurities America, Inc.Edward Jones$10003-12-2019
Joseph William MissmanSecurities America, Inc.Edward Jones05-03-2019
Kristian James LamontSecurities America, Inc.Edward Jones$5001-07-2013
Mandeep Kaur BasraSecurities America, Inc.Edward Jones01-29-2018
Mark Benjamin GrootersSecurities America, Inc.Edward Jones02-01-2016
Matthew J. HigginsSecurities America, Inc.Edward Jones$15003-08-2010
Matthew James KennedySecurities America, Inc.Edward Jones01-22-2018
Matthew Lee GreinerSecurities America, Inc.Edward Jones06-01-2012
Paul Austin DevereauxSecurities America, Inc.Edward Jones02-03-2012
Paul David KlementSecurities America, Inc.Edward Jones04-22-2016
Paul Joseph ScofieldSecurities America, Inc.Edward Jones12-10-2018
Paul Martin BetenbaughSecurities America, Inc.Edward Jones$2503-10-2016
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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.