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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matt Michael HeardAmeriprise Financial Services, Inc.Edward Jones$1007-17-2019
Jeffery HattawayAmeriprise Financial Services, Inc.Edward Jones10-19-2018
Paul Lang, Emily EllisAmeriprise Financial Services, Inc.Edward Jones$36306-16-2017
Paul Regis LangAmeriprise Financial Services, Inc.Edward Jones$10006-16-2017
Emily Anne EllisAmeriprise Financial Services, Inc.Edward Jones06-16-2017
Robert Charles MacdonaldAmeriprise Financial Services, Inc.Edward Jones05-08-2015
John Paul Martin Jr.Cambridge Investment Research, Inc.Edward Jones$1007-09-2019
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$3909-08-2017
Marcus Todd AlleyCetera Advisors LLCEdward Jones$5004-13-2012
Teresa Pratt WynnChristian Values Investing, Inc.Edward Jones07-16-2012
Walter B. HallCountry Capital Management CompanyEdward Jones10-29-2009
Jerry Lee ParrishDempsey Lord Smith, LLCEdward Jones08-14-2009
Brian Matthew ChustzDerbend Asset ManagementEdward Jones03-05-2019
Justin Del CampoFifth Third Securities, Inc.Edward Jones10-18-2016
Donald R. HallFSC Securities CorporationEdward Jones10-10-2011
Albert L. DegaetanoIFS SecuritiesEdward Jones03-14-2019
John LoefflerIFS SecuritiesEdward Jones03-12-2019
Stephen David TracyIFS SecuritiesEdward Jones$5003-15-2018
Thomas Gary BoykinJ.P. Morgan Securities LLCEdward Jones10-09-2017
Rhonda NovakKhironBae Associates, LLCEdward Jones06-24-2019
Laurence M. RothsteinKMS Financial Services, Inc.Edward Jones$1809-13-2016
Tobin Christopher AndersonLPL Financial LLCEdward Jones06-06-2019
Eric Scott RuthmanLPL Financial LLCEdward Jones08-21-2017
Michael RudioLPL Financial LLCEdward Jones08-21-2017
David Lavon Tapley Jr.LPL Financial LLCEdward Jones01-11-2017
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Showing 1 to 25 of 66 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.

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