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
Tracy Baird ThackerRaymond James Financial Services Advisors, IncEdward Jones$15008-27-2020
Tracy Baird ThackerRaymond James Financial Services, Inc.Edward Jones$1508-27-2020
Christopher Scott SegebarthPNC InvestmentsEdward Jones03-26-2020
Jason Ray BerryLPL Financial LLCEdward Jones01-10-2020
Lucas Daniel McavoyLPL Financial LLCEdward Jones01-08-2020
Jon Ryan QuallsFidelity Brokerage Services LLCEdward Jones09-03-2019
Adam Francis ReeseAmeriprise Financial Services, LLCEdward Jones08-13-2019
Krystle Marie-Marcia NemoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2019
Brian Davis ButlerBB&T Securities, LLCEdward Jones$15002-06-2019
Eric Thomas HigdonLPL Financial LLCEdward Jones01-02-2019
Connor Alexander McphailFidelity Brokerage Services LLCEdward Jones11-19-2018
John Shannon SaunierRaymond James Financial Services, Inc.Edward Jones10-22-2018
Martin K. NicholsStifel, Nicolaus & Company, IncorporatedEdward Jones10-19-2018
Elliot Clayton TreeceStifel, Nicolaus & Company, IncorporatedEdward Jones$15010-19-2018
Richard Wayne HendricksonRaymond James Financial Services, Inc.Edward Jones$5006-29-2018
Morgan Wayne FryMML Investors Services, LLCEdward Jones05-30-2018
Carroll Richard GosleeLPL Financial LLCEdward Jones$15004-27-2018
Robert Jay ShepherdInvestment Professionals, Inc.Edward Jones$2504-02-2018
Phillip Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-21-2017
Jonathan L. HylandU.S. Bancorp Investments, Inc.Edward Jones09-05-2017
Byron Keith AkersAmeriprise Financial Services, LLCEdward Jones$1006-09-2017
Cameron NorrisScottrade, Inc.Edward Jones04-13-2017
Shawn Robert KostRaymond James Financial Services, Inc.Edward Jones04-03-2017
Timothy Neal RineyFWG Investments, LLCEdward Jones03-06-2017
David N GannonAvantax Investment Services, Inc.Edward Jones12-06-2016
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Showing 1 to 25 of 77 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.