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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Adam John LogueAllstate Financial Services, LLCEdward Jones10-28-2014
Robin Stacey HouseAlpha Cubed Investments, LLCEdward Jones12-07-2017
Bon B Bounkeuat KeomanyAmcore Investment Services, IncEdward Jones04-20-2009
David W SmithAmeriprise Financial Services, LLCEdward Jones01-06-2020
Mark C HarmsAmeriprise Financial Services, LLCEdward Jones07-30-2019
William A Del CottoAmeriprise Financial Services, LLCEdward Jones10-18-2017
Brian T HartAmeriprise Financial Services, LLCEdward Jones07-06-2017
Joseph Benjamin StrikeAmeriprise Financial Services, LLCEdward Jones$5012-05-2014
Jonathan David BarkleyAmeriprise Financial Services, LLCEdward Jones01-06-2012
Kyle Scott BergAmeriprise Financial Services, LLCEdward Jones$2511-11-2011
Joey Robert LovgrenAmeriprise Financial Services, LLCEdward Jones$5009-02-2011
Phillip James SitarAmeriprise Financial Services, LLCEdward Jones04-01-2010
Paul Austin SchuringAssociated Investment Services, Inc.Edward Jones10-01-2012
Lynn G DavenportAusdal Financial Partners, Inc.Edward Jones$5003-06-2013
Lisa Marie BurnamAvantax Investment Services, Inc.Edward Jones05-29-2015
Jesus Vega RojasAXA Advisors, LLCEdward Jones09-06-2016
Joseph Edward DerringerAXA Advisors, LLCEdward Jones03-14-2016
Timothy R. FlinnAXA Advisors, LLCEdward Jones01-22-2016
Nathan Allen KrausAXA Advisors, LLCEdward Jones10-24-2014
Mario Michael BelbisAXA Advisors, LLCEdward Jones08-01-2010
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Daphne Lynn CarterBenjamin F. Edwards & Company, Inc.Edward Jones11-17-2017
Todd William BrunnerBenjamin F. Edwards & Company, Inc.Edward Jones$1009-11-2015
Jamie Leigh BrunnerBenjamin F. Edwards & Company, Inc.Edward Jones09-11-2015
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Showing 1 to 25 of 304 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.