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
Michael C WilsonPruco Securities, LLC.Edward Jones07-02-2018
Kenneth V. DavisWells Fargo Clearing Services, LLCEdward Jones07-10-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Blake Hayden HenryRaymond James Financial Services, Inc.Edward Jones$15010-19-2018
Laurel Jackson CallawayRaymond James Financial Services, Inc.Edward Jones10-19-2018
Matthew T. StoreyWells Fargo Clearing Services, LLCEdward Jones01-28-2019
Kelly Jean DanielsRaymond James Financial Services, Inc.Edward Jones$5002-08-2019
Andrew Jay GreeneRaymond James Financial Services, Inc.Edward Jones02-21-2019
Sara Jean LalandeHarbor Financial Services, LLCEdward Jones03-26-2019
Lacey ScottWells Fargo Clearing Services, LLCEdward Jones05-03-2019
Trevon Terrell CooperPNC InvestmentsEdward Jones05-07-2019
David Scott LepleyWells Fargo Clearing Services, LLCEdward Jones05-31-2019

Showing 1 to 13 of 13 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.