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
Adam Webster LeeWells Fargo Clearing Services, LLCEdward Jones$1001-10-2014
Albert L. DegaetanoIfs SecuritiesEdward Jones03-14-2019
Alexander C. BartholdE*TRADE Securities LLCEdward Jones06-08-2009
Alexander Joseph GuntherFidelity Brokerage Services LLCEdward Jones$1011-16-2010
Alexandra Rachel LindRaymond James & Associates, Inc.Edward Jones08-28-2013
Ali MahbodVALIC Financial Advisors, Inc.Edward Jones11-14-2014
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$3909-08-2017
Andrew B. CastleberryE*TRADE Securities LLCEdward Jones05-09-2017
Arnold Issiah HaynesForesters Financial Services, Inc.Edward Jones07-11-2016
Aron Marshall McMillianJ.P. Morgan Securities LLCEdward Jones10-07-2016
Arthur Edward RosserMidsouth Capital, Inc.Edward Jones03-08-2011
Ashlee Nicole GodfreyWells Fargo Clearing Services, LLCEdward Jones02-14-2014
Ashley A. SheridanLPL Financial LLCEdward Jones$5008-22-2012
Ashley Corbin DentSunTrust Investment Services, Inc.Edward Jones05-05-2017
Ashton Cole GreenWells Fargo Clearing Services, LLCEdward Jones$2508-09-2013
Austin Ryan FarmerHamilton Investment Counsel, LLCEdward Jones07-22-2020
Barbara Ann GuidryLPL Financial LLCEdward Jones05-04-2012
Benjamin Hall RicheyCambridge Investment Research, Inc.Edward Jones11-01-2013
Benjamin Leroy ClarkLPL Financial LLCEdward Jones$5011-20-2013
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones$2507-29-2015
Brad D. StevensonFidelity Brokerage Services LLCEdward Jones$1004-11-2011
Bradley GodfreyMML Investors Services, LLCEdward Jones08-16-2019
Brady R. BeelmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2011
Brandon Leroy CoblentzSecurities America, Inc.Edward Jones09-26-2014
Brent Barrett BlairMML Investors Services, LLCEdward Jones05-11-2010
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Showing 1 to 25 of 211 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.