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
Wayne Allan WeimerCetera Investment Services LLCEdward Jones06-01-2020
Logan Michael PethelFidelity Brokerage Services LLCEdward Jones03-26-2020
William Grant SpencerPFS Investments Inc.Edward Jones03-05-2020
William Richards Griffin Jr.Resurgent Financial Advisors LLCEdward Jones03-05-2020
Jonathan L. HylandFidelity Brokerage Services LLCEdward Jones02-20-2020
Shaundra PattersonCetera Investment Services LLCEdward Jones01-21-2020
Devaun Shawntel SwaffordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-14-2020
Patrick VolpeMML Investors Services, LLCEdward Jones01-10-2020
Gregory A Carson Jr.NYLIFE Securities LLCEdward Jones12-26-2019
Stephen WarrenMML Investors Services, LLCEdward Jones12-13-2019
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Jamie H. SheltonCetera Investment Services LLCEdward Jones$15011-19-2019
Gigi Alana BlantonFirst Command Financial Planning, Inc.Edward Jones11-19-2019
Charles William Daniels IIIKestra Investment Services, LLCEdward Jones11-13-2019
Raymond Leon Rivers Jr.VALIC Financial Advisors, Inc.Edward Jones11-06-2019
Eric MesserSunTrust Investment Services, Inc.Edward Jones11-04-2019
Tawanda Shondell JonesE*TRADE Securities LLCEdward Jones11-04-2019
Samson Barry GrisSunTrust Investment Services, Inc.Edward Jones08-26-2019
Bradley GodfreyMML Investors Services, LLCEdward Jones08-16-2019
Matt Michael HeardAmeriprise Financial Services, LLCEdward Jones$1007-17-2019
John Paul Martin Jr.Cambridge Investment Research, Inc.Edward Jones$1007-09-2019
Thomas Anthony DavisIfs SecuritiesEdward Jones$1907-05-2019
Tobin Christopher AndersonLPL Financial LLCEdward Jones06-06-2019
Joshua Andrew CarrWells Fargo Clearing Services, LLCEdward Jones05-30-2019
Kevin BellNYLIFE Securities LLCEdward Jones05-23-2019
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Showing 1 to 25 of 209 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.