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
Andrew D. SciannaLPL Financial LLCEdward Jones04-13-2012
Andrew Edwin BeversdorfLPL Financial LLCEdward Jones$2507-27-2012
Andrew Joseph FretwellEdward JonesEdward Jones03-23-2015
Anna Marie LicataWaddell & ReedEdward Jones08-31-2015
Blake Madison SteeleCreative PlanningEdward Jones03-13-2017
Brad David HoldhusenThe O.N. Equity Sales CompanyEdward Jones07-15-2009
Bradley Keith HillCUSO Financial Services, L.P.Edward Jones$2505-03-2010
Brenda EscamillaScottrade, Inc.Edward Jones07-21-2016
Brett Arthur BanksWells Fargo Advisors Financial Network, LLCEdward Jones$1005-08-2015
Brian Christopher CasebeerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-05-2011
Carolina D DuinVALIC Financial Advisors, Inc.Edward Jones01-08-2020
Cathy J. ReynosoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1011-30-2012
Christopher J KnowlesNational Planning CorporationEdward Jones10-08-2009
Christopher Lee KlickLPL Financial LLCEdward Jones$1005-25-2012
Christopher ReschCUSO Financial Services, L.P.Edward Jones02-25-2020
Clint Wade SandmannStewart Advisory Services, LLCEdward Jones05-11-2011
Daniel W. IstreMML Investors Services, LLCEdward Jones07-10-2013
Darrin Richard WolffAspen Wealth Management, Inc.Edward Jones$2509-22-2009
David Adam HolsteinCetera Investment Services LLCEdward Jones08-30-2019
David William BushWaddell & ReedEdward Jones03-06-2012
Donald Gregory Sketchley Sr.Thrivent Investment Management Inc.Edward Jones$1001-08-2010
Donald Neal SullivanClient One Securities LLCEdward Jones01-09-2015
Dru Berton HullU.S. Bancorp Investments, Inc.Edward Jones$1002-23-2012
Edward L. EthingtonMML Investors Services, LLCEdward Jones$2509-05-2017
Evan FedermanVALIC Financial Advisors, Inc.Edward Jones11-11-2014
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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.