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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Paul MigliozziEdward JonesPruco Securities, LLC.04-02-2014
Bertram Brasher UngerEdward JonesPruco Securities, LLC.04-22-2019
Brad Mckenzie BlaisdellEdward JonesPruco Securities, LLC.07-18-2014
Carrie Jean Cunningham CombesEdward JonesPruco Securities, LLC.03-31-2014
Casey Blake BumgarnerEdward JonesPruco Securities, LLC.04-18-2018
Charles Benjamin SmallwoodEdward JonesPruco Securities, LLC.11-30-2015
Charlie Alexander Wright IIIEdward JonesPruco Securities, LLC.06-29-2018
Derrick KrauseEdward JonesPruco Securities, LLC.09-01-2016
Dustin David DakeEdward JonesPruco Securities, LLC.$1010-14-2016
Dustin M. LindleyEdward JonesPruco Securities, LLC.05-02-2018
Edward Francis Prendergast Jr.Edward JonesPruco Securities, LLC.12-16-2013
Eliot Rhoades BartonEdward JonesPruco Securities, LLC.04-23-2012
Erica Lynn RahrEdward JonesPruco Securities, LLC.01-09-2017
Gregory Richard SadowskiEdward JonesPruco Securities, LLC.05-10-2010
Hal Gregory Hinckley Jr.Edward JonesPruco Securities, LLC.02-25-2013
Jamie Christine FortEdward JonesPruco Securities, LLC.01-06-2015
Jason Joel BennettEdward JonesPruco Securities, LLC.05-30-2017
Jennifer Lynn MainEdward JonesPruco Securities, LLC.11-01-2013
Joey Marie OrdwayEdward JonesPruco Securities, LLC.07-30-2018
John Wesley Sellers IIIEdward JonesPruco Securities, LLC.04-29-2013
Kristin Dawn HansonEdward JonesPruco Securities, LLC.01-20-2017
Luis PonceEdward JonesPruco Securities, LLC.07-31-2017
Lynn Rocielle TramontanoEdward JonesPruco Securities, LLC.12-02-2011
Margaret Geraldine ChamberlainEdward JonesPruco Securities, LLC.08-22-2011
Margeline Gwynne TrippEdward JonesPruco Securities, LLC.09-14-2018
Next Page »

Showing 1 to 25 of 38 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.


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