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
Kasey KozlowskiVALIC Financial Advisors, Inc.Edward Jones12-02-2019
Brandon BlumenhorstJ.P. Morgan Securities LLCEdward Jones11-29-2019
David Joseph SternastyJ.P. Morgan Securities LLCEdward Jones10-25-2019
Timothee HammondHoosier Financial Planning, LLCEdward Jones09-09-2019
Nathan Wesley PiwowarLPL Financial LLCEdward Jones08-15-2019
Austin Boone JarrettJ.P. Morgan Securities LLCEdward Jones08-06-2019
John Matthew KerrThurston Springer FinancialEdward Jones$50008-02-2019
Daniel MaloneyThurston Springer FinancialEdward Jones$10006-26-2019
Matthew Lane UnderwoodCommonwealth Financial NetworkEdward Jones$10005-03-2019
Marc Edward ChamberlinRaymond James Financial Services, Inc.Edward Jones$50004-12-2019
Robert FreedMML Investors Services, LLCEdward Jones04-02-2019
Jesse Thomas MathenyCUNA Brokerage Services, Inc.Edward Jones03-29-2019
Matthew Raymond DoeringThurston Springer FinancialEdward Jones$25002-15-2019
Seth CromerJ.P. Morgan Securities LLCEdward Jones$10002-05-2019
Bart Edwin ShambaughJ.P. Morgan Securities LLCEdward Jones01-31-2019
Ryan P. MabryMabry Wealth Management, LLCEdward Jones01-15-2019
Maryann Ann DiamondThurston Springer FinancialEdward Jones$25012-18-2018
Bradley Milinko SimichHoward Bailey Securities, LLCEdward Jones11-23-2018
Brenda Lynn GoekenAmeriprise Financial Services, Inc.Edward Jones$25011-15-2018
Greg FlynnJ.P. Morgan Securities LLCEdward Jones11-15-2018
Thomas Eric BennettJ.P. Morgan Securities LLCEdward Jones10-30-2018
Enrique Daniel CrawfordNYLIFE Securities LLCEdward Jones10-09-2018
Brett Andrew RiceLPL Financial LLCEdward Jones08-23-2018
Christopher R. EsserThurston Springer FinancialEdward Jones$25007-25-2018
Andrew SmithLPL Financial LLCEdward Jones$10007-16-2018
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Showing 1 to 25 of 142 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.