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
Lucas Hector VanerioPruco Securities, LLC.Edward Jones06-14-2019
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
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Henry KahenAmeriprise Financial Services, LLCEdward Jones$5006-10-2019
Amanda Nicole DworznickiEdward JonesEdward Jones06-10-2019
John L Wilson Sr.Ameriprise Financial Services, LLCEdward Jones06-07-2019
Sean A ScotneyLPL Financial LLCEdward Jones$1006-07-2019
Jamie StallingsMorgan StanleyEdward Jones$15006-07-2019
Tobin Christopher AndersonLPL Financial LLCEdward Jones06-06-2019
Rafael SaezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-06-2019
Lisa Anne MartinWells Fargo Clearing Services, LLCEdward Jones06-06-2019
Scott Michael PetersonFinancial & Tax Architects, Inc.Edward Jones06-05-2019
Lincoln Nathaniel HirschFidelity Brokerage Services LLCEdward Jones06-04-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Andrew C. StroudWells Fargo Clearing Services, LLCEdward Jones06-04-2019
Amy Jo BuckERTS Wealth Advisors, LLCEdward Jones06-03-2019
John P. LamesajanE*TRADE Securities LLCEdward Jones05-31-2019
Jonathan Lee WarnerAmeriprise Financial Services, LLCEdward Jones$2505-31-2019
Davis James JohnstonLPL Financial LLCEdward Jones05-31-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
David Ryan FordCopperleaf Capital, LLCEdward Jones05-31-2019
David Scott LepleyWells Fargo Clearing Services, LLCEdward Jones05-31-2019
Evan Nicholas BowlingEdward JonesEdward Jones05-30-2019
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Showing 1 to 25 of 42 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.