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
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Michael George RichardsonMML Investors Services, LLCEdward Jones$10005-09-2019
Mary Kathryn FarrisMML Investors Services, LLCEdward Jones04-25-2019
Robert FreedMML Investors Services, LLCEdward Jones04-02-2019
Andrew Byron WallaceMML Investors Services, LLCEdward Jones04-01-2019
Austin Avery MartineauMML Investors Services, LLCEdward Jones03-20-2019
Connor Jacob FernholzMML Investors Services, LLCEdward Jones02-27-2019
Jordan Michael McCaffreyMML Investors Services, LLCEdward Jones$15002-20-2019
Abby Lauren DueittMML Investors Services, LLCEdward Jones12-18-2018
Michael Leahy Sr.MML Investors Services, LLCEdward Jones$10012-03-2018
Daniel John BooneMML Investors Services, LLCEdward Jones10-19-2018
Blaise HeckmanMML Investors Services, LLCEdward Jones$15009-25-2018
Ross M. KrauseMML Investors Services, LLCEdward Jones$15007-12-2018
Kevin Joseph LaneMML Investors Services, LLCEdward Jones07-06-2018

Showing 1 to 14 of 14 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.