Advisers on the Move

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
Cherie Elizabeth Laiche1st Global Capital Corp.Edward Jones12-20-2012
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
David Perry IndestAmeriprise Financial Services, Inc.Edward Jones$15002-15-2013
Steven Lamar RiceAmeriprise Financial Services, Inc.Edward Jones11-02-2012
Arthur Hammond ScottAmeriprise Financial Services, Inc.Edward Jones$1009-14-2012
Terry Pearce BlackmanAmeriprise Financial Services, Inc.Edward Jones12-02-2011
Kevin Emile O'BrienAmeritas Investment Corp.Edward Jones11-01-2010
John D MyersFSC Securities CorporationEdward Jones$10010-13-2015
Vicky E. LabordeFSC Securities CorporationEdward Jones$2509-16-2014
Ryan Christopher WeiseHancock Whitney Investment Services Inc.Edward Jones$5008-26-2011
Eldridge Michael Bourque Jr.International Assets Advisory, LLCEdward Jones10-08-2019
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Kenneth E. McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Mitchell Douglas FranceJ.P. Morgan Securities LLCEdward Jones06-21-2016
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
Jeremy Scott ThigpenLPL Financial LLCEdward Jones12-11-2017
Jonathan BlountLPL Financial LLCEdward Jones10-13-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Hunter HartLPL Financial LLCEdward Jones$5503-31-2016
Hunter Steven HartLPL Financial LLCEdward Jones$2503-31-2016
Jason March CoffieldLPL Financial LLCEdward Jones12-15-2014
Jeremy Chad PatinLPL Financial LLCEdward Jones$1004-23-2014
Shane Patrick DooleyLPL Financial LLCEdward Jones$1002-28-2014
Next Page »

Showing 1 to 25 of 54 entries

Page 1 | 2 | 3

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.