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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Douglas LaneWells Fargo Clearing Services, LLCEdward Jones08-28-2020
Scott Richard O'MaraWells Fargo Clearing Services, LLCEdward Jones$15007-20-2020
Jeffrey Marvin LaneWells Fargo Clearing Services, LLCEdward Jones06-26-2020
Tom Doo ChoiWells Fargo Clearing Services, LLCEdward Jones04-16-2020
John Graham EnrightWells Fargo Clearing Services, LLCEdward Jones03-18-2020
Charles William VellaWells Fargo Clearing Services, LLCEdward Jones$4703-09-2020
Scott Erwin CarswellWells Fargo Clearing Services, LLCEdward Jones02-14-2020
Jamie Allen MeronoffWells Fargo Clearing Services, LLCEdward Jones01-10-2020
Kelly Alan WindhamWells Fargo Clearing Services, LLCEdward Jones01-10-2020
Jason Brian SturgillWells Fargo Clearing Services, LLCEdward Jones$5001-09-2020
Brendan SullivanWells Fargo Clearing Services, LLCEdward Jones12-02-2019
Nico ValerioWells Fargo Clearing Services, LLCEdward Jones11-19-2019
Andre Louis FreitasWells Fargo Clearing Services, LLCEdward Jones10-17-2019
Johnny Butler Campbell IIWells Fargo Clearing Services, LLCEdward Jones10-11-2019
Afya GabrielWells Fargo Clearing Services, LLCEdward Jones10-08-2019
Suzanne Kay O'DonnellWells Fargo Clearing Services, LLCEdward Jones09-24-2019
Victoria RomanWells Fargo Clearing Services, LLCEdward Jones09-23-2019
James Francis SirekWells Fargo Clearing Services, LLCEdward Jones$15009-10-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones09-04-2019
Christopher W. HarperWells Fargo Clearing Services, LLCEdward Jones08-30-2019
Andrew Scott FochtWells Fargo Clearing Services, LLCEdward Jones$1008-29-2019
Robert Ewusie AnkumaWells Fargo Clearing Services, LLCEdward Jones08-27-2019
Jody Lee CinnamonWells Fargo Clearing Services, LLCEdward Jones08-21-2019
Ty EmpeyWells Fargo Clearing Services, LLCEdward Jones$15007-16-2019
Amanda WhitlockWells Fargo Clearing Services, LLCEdward Jones07-02-2019
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Showing 1 to 25 of 531 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.