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
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Wade Bensieck BramlittLPL Financial LLCEdward Jones06-17-2019
John Philip MayNorthwestern Mutual Investment Services, LLCEdward Jones06-17-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Michael Glenn CatlettLPL Financial LLCEdward Jones06-13-2019
Michael Adam ClearyLPL Financial LLCEdward Jones06-13-2019
Sean A ScotneyLPL Financial LLCEdward Jones06-07-2019
John L Wilson SrAmeriprise Financial Services, LLCEdward Jones06-07-2019
Tobin Christopher AndersonLPL Financial LLCEdward Jones06-06-2019
Lisa Anne MartinWells Fargo Clearing Services, LLCEdward Jones06-06-2019
William Matthew HarkeyFidelity Brokerage Services LLCEdward Jones06-06-2019
Scott M PetersonFinancial & Tax Architects, Inc.Edward Jones06-05-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Andrew Christopher StroudWells Fargo Clearing Services, LLCEdward Jones06-04-2019
Lincoln Nathaniel HirschFidelity Brokerage Services LLCEdward Jones06-04-2019
Amy Jo BuckERTS Wealth Advisors, LLCEdward Jones06-03-2019
Davis James JohnstonLPL Financial LLCEdward Jones05-31-2019
John P LamesajanE*TRADE Securities LLCEdward Jones05-31-2019
Mark Kenneth StarrThe Wealth Consulting GroupEdward Jones05-30-2019
Joshua Andrew CarrWells Fargo Clearing Services, LLCEdward Jones05-30-2019
Pamela J DiemertProsperity Capital AdvisorsEdward Jones05-29-2019
Royeen Ahmad SanieUnited Brokerage Services, IncEdward Jones05-28-2019
Bradley S Strong IIFidelity Brokerage Services LLCEdward Jones05-28-2019
Dalton Jeffrey ShoemakerCharles Schwab & Co., Inc.Edward Jones05-24-2019
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
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Showing 1 to 25 of 381 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.