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
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Patrick R. RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Russell Sherman HamlinAllstate Financial Services, LLCEdward Jones08-06-2012
Christopher Madison RoperAmeriprise Financial Services, LLCEdward Jones$3802-02-2017
Michael Loyd MceachernAmeriprise Financial Services, LLCEdward Jones07-08-2013
John R. Barrow IIIAmeriprise Financial Services, LLCEdward Jones01-26-2010
Nichole VermillionAvalon Investment & Securities Group, Inc.Edward Jones02-03-2016
Reuben Quinn JohnsonBB&T Investment Services, Inc.Edward Jones06-14-2010
Kyle F. PhillipsBBVA Securities Inc.Edward Jones07-01-2013
Tyler L. WhiteCetera Investment Services LLCEdward Jones12-02-2015
Aaron W. QuinnCetera Investment Services LLCEdward Jones12-01-2015
Scott M. LasloCetera Investment Services LLCEdward Jones04-23-2014
Matthew S. CowellCetera Investment Services LLCEdward Jones09-11-2013
Ryan Michael MoulinCetera Investment Services LLCEdward Jones$106-17-2013
Wesley Daniel StewartCetera Investment Services LLCEdward Jones01-30-2013
Kenneth Alan ButdorfCUNA Brokerage Services, Inc.Edward Jones02-27-2009
Renee Lee BauchFirst Command Financial Planning, Inc.Edward Jones04-10-2018
Sara Jean LalandeHarbor Financial Services, LLCEdward Jones03-26-2019
Curtis Lee HowardHarbor Financial Services, LLCEdward Jones09-25-2017
Edward Gene RobinsonHornor, Townsend & Kent, LLCEdward Jones08-18-2017
David Lynn NicholasKovack Securities Inc.Edward Jones$5006-07-2011
Jada Marie EdwardsLPL Financial LLCEdward Jones05-09-2013
Michael Keith Harris Sr.LPL Financial LLCEdward Jones$1003-09-2010
Victor N. Miller Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-18-2017
Rodney Marcus ScottMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-29-2016
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Showing 1 to 25 of 63 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.