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
Nicholas Tyler ScottAlamo CapitalEdward Jones09-06-2018
Alexander SchamsAmeriprise Financial Services, LLCEdward Jones02-01-2019
Stephen Michael McGuirkAmeriprise Financial Services, LLCEdward Jones07-30-2018
Batkhuu BatjargalBancWest Investment Services, Inc.Edward Jones02-14-2019
Bradley Tadao KajiwaraCetera Advisor Networks LLCEdward Jones09-25-2018
Dalton Jeffrey ShoemakerCharles Schwab & Co., Inc.Edward Jones05-24-2019
Henrique Oliveira CataldiCharles Schwab & Co., Inc.Edward Jones04-08-2019
Courtney Jean RowleyCharles Schwab & Co., Inc.Edward Jones03-15-2019
Jeffrey Alan DutmersCharles Schwab & Co., Inc.Edward Jones01-02-2019
Marcus PoteeteCharles Schwab & Co., Inc.Edward Jones06-25-2018
Brian Paul CollaCitigroup Global Markets Inc.Edward Jones04-23-2019
Leif Stefone TinsleyCUSO Financial Services, L.P.Edward Jones12-17-2018
John P. LamesajanE*TRADE Securities LLCEdward Jones05-31-2019
Mark Stephen ClureEnso Wealth Management, LLCEdward Jones12-24-2018
Casey August ClureEnso Wealth Management, LLCEdward Jones12-21-2018
David Robert JonesEnso Wealth Management, LLCEdward Jones10-24-2018
Joseph Karl SternEnso Wealth Management, LLCEdward Jones$10008-13-2018
Brian Russell JelligEpstein and White Financial LLCEdward Jones07-05-2018
Bradley S. Strong IIFidelity Brokerage Services LLCEdward Jones05-28-2019
Ian DavisFidelity Brokerage Services LLCEdward Jones04-30-2019
Angelika LipowFidelity Brokerage Services LLCEdward Jones$10011-12-2018
Teri Lynn WhiteFSC Securities CorporationEdward Jones01-18-2019
Michael Scott CampbellGeneos Wealth Management, Inc.Edward Jones11-09-2018
Burton I. GranthamHighPointe WealthEdward Jones02-08-2019
Brandon Paul AndersonIndependent Financial Group, LLCEdward Jones06-18-2018
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Showing 1 to 25 of 62 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.