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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
A. C. Brown Jr.Datatex Investment Services IncEdward Jones$2509-04-2019
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Aaron J. RigdonCetera Investment Services LLCEdward Jones10-27-2009
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Abby Michelle WinnEdward JonesEdward Jones02-27-2019
Adam James CarleyEdward JonesEdward Jones02-13-2017
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Adam Scott HargisScottrade, Inc.Edward Jones07-15-2014
Akinfolarin Oladayo SessiEdward JonesEdward Jones03-28-2018
Alan SpragginsLPL Financial LLCEdward Jones02-05-2020
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Alexandria Renee BohnEdward JonesEdward Jones11-05-2014
Almon P DuffyMorgan StanleyEdward Jones04-11-2011
Alyssa Eileen WemyssEdward JonesEdward Jones07-15-2019
Amanda Nicole DworznickiEdward JonesEdward Jones06-10-2019
Amber DownumEdward JonesEdward Jones04-08-2019
Amy Danielle GrassFidelity Brokerage Services LLCEdward Jones10-02-2015
Amzie Lee WenningEdward JonesEdward Jones09-14-2009
Andrea Dawnmarie BustamanteEdward JonesEdward Jones03-26-2019
Andreas Leonardo MarsalaEdward JonesEdward Jones10-07-2019
Andrew B. KazenPruco Securities, LLC.Edward Jones05-04-2016
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1010-09-2012
Andrew Irwin WrightEdward JonesEdward Jones02-13-2009
Andrew Joseph ConranCentury Securities Associates, Inc.Edward Jones04-27-2012
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Showing 1 to 25 of 515 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.