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
Scott A. RobidouxWaddell & ReedEdward Jones03-02-2020
Cameron Hunter SwansonSaybrus Equity Services, LLCEdward Jones02-04-2020
Christina M BlackAmeriprise Financial Services, LLCEdward Jones01-16-2020
Ryan James HedlundFirst Citizens Investor Services, Inc.Edward Jones01-02-2020
Timothy L. Drawdy IIGWFS Equities, Inc.Edward Jones10-16-2019
Donald Morrell HartleyLPL Financial LLCEdward Jones$15009-09-2019
Quintin Andrew PileGreenwood Capital Associates, LLCEdward Jones07-24-2019
Michael Glenn CatlettLPL Financial LLCEdward Jones06-13-2019
Kathleen Aycock ReynoldsAmeriprise Financial Services, LLCEdward Jones05-06-2019
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Larry Wayne Adicks Jr.Northwestern Mutual Investment Services, LLCEdward Jones03-13-2019
Rhonda C. LesterLPL Financial LLCEdward Jones$15002-21-2019
Robert Adam BurgessProEquities, Inc.Edward Jones02-04-2019
Sierra Christina-Tai HoodWells Fargo Clearing Services, LLCEdward Jones01-25-2019
Kenneth Brian IsbellLPL Financial LLCEdward Jones11-16-2018
John Patrick McnamaraHighball AdvisorsEdward Jones10-31-2018
Kathleen Ann CoppolaRaymond James Financial Services, Inc.Edward Jones09-07-2018
Josh Clinton SpencerFirst Citizens Investor Services, Inc.Edward Jones08-20-2018
Michael ColemanMorgan StanleyEdward Jones07-09-2018
Michael Ray DartMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Kristen Wilson RisherWells Fargo Clearing Services, LLCEdward Jones$9903-21-2018
Robert G. DavisIFG Advisory, LLCEdward Jones02-05-2018
Michael G. CiavolinoJ. Benjamin Financial, LLCEdward Jones01-29-2018
Nathanial WooleyEK Riley Investments, LLCEdward Jones01-08-2018
Corey Todd MyersIFG Advisory, LLCEdward Jones09-05-2017
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Showing 1 to 25 of 117 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.