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
Kylie CateFarmers Financial Solutions, LLCEdward Jones09-08-2020
Jordan Elliott HenricksWells Fargo Clearing Services, LLCEdward Jones06-12-2020
Elizabeth Fern GoreLPL Financial LLCEdward Jones03-26-2020
Michael Robert CianciolaAmerican Fidelity Securities, Inc.Edward Jones03-09-2020
Michael Power RainboltLPL Financial LLCEdward Jones$2502-25-2020
Kurt ElliottUBS Financial Services Inc.Edward Jones$14712-05-2019
Phillip Kurt ElliottUBS Financial Services Inc.Edward Jones$2512-05-2019
Kara Gail GoodknightFBL Marketing Services, LLCEdward Jones11-29-2019
William Victor MaloneVault Wealth Strategies, LLCEdward Jones11-15-2019
William Cole OsborneMorgan StanleyEdward Jones10-25-2019
Kristen Marie HoaglinFSC Securities CorporationEdward Jones10-07-2019
Ronald David JacksonAmeriprise Financial Services, LLCEdward Jones08-23-2019
Amy Michelle MillionFSC Securities CorporationEdward Jones07-25-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Sean A ScotneyLPL Financial LLCEdward Jones06-07-2019
Tyler Don SullivanClient One Securities LLCEdward Jones$5004-12-2019
Larry Don Graham JrAmeriprise Financial Services, LLCEdward Jones$5003-01-2019
Ross T HunterArvest Wealth ManagementEdward Jones02-25-2019
Thomas C LoperLPL Financial LLCEdward Jones$5012-03-2018
Brandon Wayne AlleeLPL Financial LLCEdward Jones$5006-26-2018
Cameron Lee PageCetera Investment Services LLCEdward Jones04-05-2018
Curtis Lee HowardHarbor Financial Services, LLCEdward Jones09-25-2017
Joshua Ray CottenRaymond James Financial Services, Inc.Edward Jones$5007-14-2017
Ryan Christopher OMalleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-05-2017
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
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Showing 1 to 25 of 55 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.