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
Preston Patrick PelhamEdward JonesMorgan Stanley08-21-2020
Stacey Kim VanderkoddeEdward JonesMorgan Stanley07-17-2020
Jamie Rachelle LairdEdward JonesMorgan Stanley06-12-2020
Nicholas Taylor MoriEdward JonesMorgan Stanley04-07-2020
Andrea J MackayEdward JonesMorgan Stanley01-30-2020
Marva Laverne YorkEdward JonesMorgan Stanley11-29-2019
Rachel Lynn MormanEdward JonesMorgan Stanley11-22-2019
David HalvorsonEdward JonesMorgan Stanley11-22-2019
Kelly Suzanne DandurandEdward JonesMorgan Stanley11-22-2019
Elizabeth Paige FowlerEdward JonesMorgan Stanley$5009-13-2019
Derek Wesley HowardEdward JonesMorgan Stanley08-01-2019
Matthew Stephen AsayEdward JonesMorgan Stanley05-31-2019
Chris B BentlerEdward JonesMorgan Stanley$2505-30-2019
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Daniel KochsmeierEdward JonesMorgan Stanley10-08-2018
Jacqueline M OpreanEdward JonesMorgan Stanley10-05-2018
Willie A Smith JrEdward JonesMorgan Stanley10-05-2018
Steven Clark BarlowEdward JonesMorgan Stanley08-31-2018
David Vincent NolanEdward JonesMorgan Stanley04-27-2018
Daniel AbbottEdward JonesMorgan Stanley$1,00011-24-2017
Thomas Richard McNell IIIEdward JonesMorgan Stanley06-02-2017
David Mark PalmbachEdward JonesMorgan Stanley$2503-24-2017
Scott BlandoEdward JonesMorgan Stanley02-03-2017
Jason SeayEdward JonesMorgan Stanley01-20-2017
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Showing 1 to 25 of 80 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.