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
Zachary Daniel DoxtaterMutual Service CorporationEdward Jones01-01-2009
Edward John AhoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-16-2009
Matthew Glenn OttingerSignator Investors, Inc.Edward Jones01-23-2009
David John MalusiLPL Financial LLCEdward Jones02-23-2009
Douglas James AdamsRaymond James & Associates, Inc.Edward Jones$5003-17-2009
Brandon Scott PostmaLPL Financial LLCEdward Jones$2503-27-2009
Brian Thomas DoverRaymond James & Associates, Inc.Edward Jones$2506-03-2009
Richard F. TurfeLPL Financial LLCEdward Jones06-15-2009
Deborah Lynn BauerRaymond James & Associates, Inc.Edward Jones07-22-2009
Daniel Gerard DevineCUNA Brokerage Services, Inc.Edward Jones07-28-2009
David Stephen ToeppeSigma Financial CorporationEdward Jones08-19-2009
Collin Channing SeigleIntervest International Equities CorporationEdward Jones09-01-2009
James Joseph Tillman Jr.Uvest Financial Services Group, Inc.Edward Jones11-06-2009
Corey Michael BurtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-24-2009
Scott E. BurnsUvest Financial Services Group, Inc.Edward Jones11-30-2009
Lawrence Henry AveryLPL Financial LLCEdward Jones12-11-2009
Charles Andrew WeberLPL Financial LLCEdward Jones01-19-2010
Matthew H DewildtPNC InvestmentsEdward Jones02-08-2010
Erik Edward LundySummit Brokerage Services, Inc.Edward Jones$10002-16-2010
Brian Lee ClappUvest Financial Services Group, Inc.Edward Jones02-19-2010
Kerry J. KerchLPL Financial LLCEdward Jones03-10-2010
Bradley J. HunterNorthwestern Mutual Investment Services, LLCEdward Jones04-26-2010
Stephen John NiezgodaLPL Financial LLCEdward Jones$2504-30-2010
Harrison Michael KennardCambridge Investment Research, Inc.Edward Jones05-03-2010
Kyle W. DuryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-14-2010
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Showing 1 to 25 of 199 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.