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
Donald Robert RuzickaEdward JonesScottrade, Inc.$2508-17-2018
Anthony James PappasEdward JonesScottrade, Inc.06-22-2018
Joseph Anthony MaukonenEdward JonesScottrade, Inc.05-18-2018
Michelle Ann DurnilEdward JonesScottrade, Inc.05-11-2018
Lee M. SchuermannEdward JonesScottrade, Inc.03-23-2018
Jeremy Lee BooeEdward JonesScottrade, Inc.03-23-2018
Christina Ann TuckerEdward JonesScottrade, Inc.03-07-2018
Paul Raymond Jackson IIEdward JonesScottrade, Inc.$5009-25-2017
Daylene Kay BachmanEdward JonesScottrade, Inc.05-01-2017
Derrick Wayne CummingsEdward JonesScottrade, Inc.01-17-2017
Ann Notestine KerrEdward JonesScottrade, Inc.11-09-2016
James Paul RuberaEdward JonesScottrade, Inc.01-19-2016
Michael T McGeheeEdward JonesScottrade, Inc.11-27-2015
Jared M. HemmingsenEdward JonesScottrade, Inc.08-31-2015
Brian Allen RoskoskiEdward JonesScottrade, Inc.06-25-2012
Thomas Michael CrowleyEdward JonesScottrade, Inc.06-27-2011

Showing 1 to 16 of 16 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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