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
Benjamin R BarrettEdward JonesPruco Securities, LLC.10-14-2019
Melissa Jane HuffEdward JonesPruco Securities, LLC.09-27-2019
Robert Michael PhebusEdward JonesPruco Securities, LLC.06-05-2019
Bertram Brasher UngerEdward JonesPruco Securities, LLC.04-22-2019
Michael W. ReynoldsEdward JonesPruco Securities, LLC.02-01-2019
Geoffrey Cyril BentEdward JonesPruco Securities, LLC.02-01-2019
Ryan A BeauregardEdward JonesPruco Securities, LLC.12-07-2018
Margeline Gwynne TrippEdward JonesPruco Securities, LLC.09-14-2018
Joey Marie OrdwayEdward JonesPruco Securities, LLC.07-30-2018
Michael ChristodoulouEdward JonesPruco Securities, LLC.$2507-27-2018
Charlie Alexander Wright IIIEdward JonesPruco Securities, LLC.06-29-2018
Dustin M. LindleyEdward JonesPruco Securities, LLC.05-02-2018
Casey Blake BumgarnerEdward JonesPruco Securities, LLC.04-18-2018
Bruce A. BirdEdward JonesPruco Securities, LLC.12-21-2017
Marcelo Hernan LagosEdward JonesPruco Securities, LLC.12-13-2017
Tyler FaggartEdward JonesPruco Securities, LLC.12-01-2017
Jairo Cesar LemosEdward JonesPruco Securities, LLC.09-13-2017
William Joseph LabelleEdward JonesPruco Securities, LLC.08-29-2017
Paul M. LammEdward JonesPruco Securities, LLC.08-29-2017
Luis PonceEdward JonesPruco Securities, LLC.07-31-2017
Robert H. Gay IIIEdward JonesPruco Securities, LLC.06-28-2017
Jason Joel BennettEdward JonesPruco Securities, LLC.05-30-2017
Kristin Dawn HansonEdward JonesPruco Securities, LLC.01-20-2017
Erica Lynn RahrEdward JonesPruco Securities, LLC.01-09-2017
Stefan John ShilgalisEdward JonesPruco Securities, LLC.12-27-2016
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Showing 1 to 25 of 56 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.