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
Patrick Lee MartinezRaymond James Financial Services, Inc.Edward Jones03-03-2017
Berry M. Crosby IIILPL Financial LLCEdward Jones02-19-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones02-17-2016
Angela Wolfe SandersBenjamin F. Edwards & Company, Inc.Edward Jones02-12-2016
Jennifer Rebecca Cullinan GatesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-08-2016
Rosaland V EdwardsLPL Financial LLCEdward Jones12-11-2015
Jason Michael LindholmLPL Financial LLCEdward Jones12-04-2014
Gary Todd MintonLPL Financial LLCEdward Jones10-24-2011
Danny Jones MooreRaymond James Financial Services, Inc.Edward Jones$1001-09-2012
Lowell Franklin Fairley Jr.Woodbury Financial Services, Inc.Edward Jones$2509-14-2018
Samuel Thomas Weir Jr.Ameriprise Financial Services, Inc.Edward Jones$2509-23-2016
Leo Thomas Landry IIILPL Financial LLCEdward Jones$2507-18-2011
Robert Allen DieneltRaymond James Financial Services, Inc.Edward Jones$5005-01-2009

Showing 1 to 13 of 13 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.


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