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 Erik ThompsonEnso Wealth Management, LLCEdward Jones05-15-2018
Reed Aaron NothwangU.S. Bancorp Investments, Inc.Edward Jones05-07-2018
Mark Cory VivianRaymond James Financial Services, Inc.Edward Jones$5005-07-2018
Victor Deon BellWestern International Securities, Inc.Edward Jones05-01-2018
Stephen Brian CrowellFidelity Brokerage Services LLCEdward Jones04-26-2018
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Zachary Youldon MustaineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Justin Thomas SaarMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Jason Michael KrizBBVA Securities Inc.Edward Jones03-29-2018
O'Zell Golden Jr.UnionBanc Investment Services, LLCEdward Jones03-22-2018
Nicholas James FedrowJ.P. Morgan Securities LLCEdward Jones03-07-2018
Anne Durbin ScottLPL Financial LLCEdward Jones$6702-05-2018
Mandeep Kaur BasraSecurities America, Inc.Edward Jones01-29-2018
Salvatore A MannoMML Investors Services, LLCEdward Jones01-29-2018
Kim Stacey WoodsMorgan StanleyEdward Jones01-26-2018
Melissa Marie EstradaMiracle Mile Advisors, LLCEdward Jones01-10-2018
Russell A JacobsAmeriprise Financial Services, LLCEdward Jones01-02-2018
Ross A. MontenEdward JonesEdward Jones12-22-2017
Jonathan Ray GuillenWells Fargo Clearing Services, LLCEdward Jones12-19-2017
George Vincent ArrivasMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2017
Geoffrey Erik FellowsNWF Advisory Services IncEdward Jones12-12-2017
Tarik NasrawiJ.P. Morgan Securities LLCEdward Jones12-07-2017
Daniel Forrest FreerJ.P. Morgan Securities LLCEdward Jones12-05-2017
Christopher Kenya IshiiMorgan StanleyEdward Jones11-27-2017
Marcos CalderonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-21-2017
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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.