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
John L Wilson Sr.Ameriprise Financial Services, LLCEdward Jones06-07-2019
James Wallace WarnerAmeriprise Financial Services, LLCEdward Jones04-05-2019
John Oliver WrightAmeriprise Financial Services, LLCEdward Jones08-29-2018
Christian Grant RoweAmeriprise Financial Services, LLCEdward Jones12-20-2017
Adam Michael YekinAmeriprise Financial Services, LLCEdward Jones11-10-2017
John Norbert FlickingerAmeriprise Financial Services, LLCEdward Jones09-29-2017
Richard Allen ReedAmeriprise Financial Services, LLCEdward Jones02-25-2015
Stephen Paul MosleyAmeriprise Financial Services, LLCEdward Jones$5010-10-2013
Kelsey Nicole FarrellAXA Advisors, LLCEdward Jones11-02-2018
Jared D. ThatcherAXA Advisors, LLCEdward Jones$1008-05-2011
Marcus Robert ProvencioBancWest Investment Services, Inc.Edward Jones02-26-2015
Thomas H. HouseBMO Harris Financial Advisors, Inc.Edward Jones05-01-2015
Alejandro Julius HaasBMO Harris Financial Advisors, Inc.Edward Jones$5011-08-2013
Israel Scott ErwinBMO Harris Financial Advisors, Inc.Edward Jones04-08-2013
Rykert FowlerCalton & Associates, Inc.Edward Jones07-12-2011
Shanna Joelle TingomCambridge Investment Research, Inc.Edward Jones04-17-2015
Tamara Kristen JamisonCambridge Investment Research, Inc.Edward Jones10-11-2012
Christian Joel DiegelCetera Advisors LLCEdward Jones04-13-2020
Holly Crystal BrauerCetera Advisors LLCEdward Jones02-12-2020
Dustin Mac BrownCetera Advisors LLCEdward Jones07-18-2017
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Scott Allen HitchlerCetera Advisors LLCEdward Jones$1003-19-2015
Gabriel A. RamosCetera Advisors LLCEdward Jones$1003-26-2013
Paul Christopher JohnsCetera Advisors LLCEdward Jones$1007-31-2012
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Showing 1 to 25 of 281 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.