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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Cole DukeBenjamin F. Edwards & Company, Inc.Edward Jones06-17-2019
Ryan M. WehkingCBIZ Investment Advisory Services, LLCEdward Jones05-13-2019
Edward InchiostroCetera Investment Services LLCEdward Jones$15010-01-2018
Justin Curtis RueterCompass Retirement Group LLCEdward Jones12-19-2018
Amanda Nicole DworznickiEdward JonesEdward Jones06-10-2019
Evan Nicholas BowlingEdward JonesEdward Jones05-30-2019
Derek B SeibertEdward JonesEdward Jones04-16-2019
Matthew M. BrownEdward JonesEdward Jones04-09-2019
Sonya BarleenEdward JonesEdward Jones04-09-2019
Amber DownumEdward JonesEdward Jones04-08-2019
Jeffrey Ryan TorbushEdward JonesEdward Jones04-03-2019
Andrea Dawnmarie BustamanteEdward JonesEdward Jones03-26-2019
Steve CampbellEdward JonesEdward Jones03-19-2019
Matthew Aaron WeberEdward JonesEdward Jones03-18-2019
Jason Cordell StennettEdward JonesEdward Jones03-11-2019
Abby Michelle WinnEdward JonesEdward Jones02-27-2019
Jonathlyn N. AgyemangEdward JonesEdward Jones02-13-2019
Jeffrey W LybarkerEdward JonesEdward Jones02-09-2019
Sonja Melaine ParkerEdward JonesEdward Jones01-28-2019
Kellen Paris WoodardEdward JonesEdward Jones01-08-2019
Sean Richard SpringerEdward JonesEdward Jones12-21-2018
Sherri Lynn WarrenEdward JonesEdward Jones$5010-31-2018
Zachari Erik BrennerEdward JonesEdward Jones10-30-2018
James Alan HowardEdward JonesEdward Jones10-17-2018
Aaron ThompsonEdward JonesEdward Jones10-01-2018
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Showing 1 to 25 of 60 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.