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
Daniel Keith FullerCitizens Securities, Inc.Edward Jones12-08-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Keri Elizabeth BlakeWealthcare Advisory Partners LLCEdward Jones10-10-2019
Mitchell L. WoodsAXA Advisors, LLCEdward Jones10-07-2019
Michael Anthony PirontiCitizens Securities, Inc.Edward Jones06-25-2019
Toby Joseph KrouseRaymond James Financial Services, Inc.Edward Jones06-20-2019
Robert J ForgravePruco Securities, LLC.Edward Jones02-28-2019
Connor Jacob FernholzMML Investors Services, LLCEdward Jones02-27-2019
Cameron G HiltzW&S Brokerage Services, Inc.Edward Jones02-22-2019
Ryan P. SmithAmeriprise Financial Services, Inc.Edward Jones02-15-2019
Douglas E GromCitizens Securities, Inc.Edward Jones01-29-2019
Tara RittlerAmeriprise Financial Services, Inc.Edward Jones09-07-2018
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Terry Maureen GunningLPL Financial LLCEdward Jones04-16-2018
John FosselmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-06-2018
Charlene Elizabeth Ann BridgerEpic Wealth Management, LLCEdward Jones02-20-2018
Joseph Anthony HayesKey Investment Services LLCEdward Jones10-04-2017
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Michael M. BoringWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-30-2017
Joseph Vincent Hosack Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2017
Kitti Huma BarkerHYA FinancialEdward Jones04-25-2017
Joan FabianCapital AnalystsEdward Jones04-17-2017
Sean Patrick FoleyNational Planning CorporationEdward Jones04-12-2017
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Showing 1 to 25 of 136 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.