Advisers on the Move TEST

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
Michael W. MackeyEdward JonesStrategic Advisers LLC07-27-2018
Christopher Allen MarburgerEdward JonesStrategic Advisers LLC04-09-2018
William Laurenson LucasEdward JonesStrategic Advisers LLC11-13-2017
James Charles WoodsEdward JonesStrategic Advisers LLC01-12-2017
Todd Joseph BaeblerEdward JonesStrategic Advisers LLC$50001-06-2017
Christopher Robert GreenlandEdward JonesStrategic Advisers LLC03-07-2016
Ryan Vaughan HallEdward JonesStrategic Advisers LLC01-25-2016
Steven Willis ZahorskyEdward JonesStrategic Advisers LLC09-01-2015
John Allen PilkintonEdward JonesStrategic Advisers LLC06-01-2015
Sergio Alberto OportoEdward JonesStrategic Advisers LLC$15005-11-2015
Jarrett Benjamin LidellEdward JonesStrategic Advisers LLC02-13-2015
Matthew Scott PutneyEdward JonesStrategic Advisers LLC$50010-18-2013
Matthew Willard StrouseEdward JonesStrategic Advisers LLC02-03-2012
Charles Robert HerringtonEdward JonesStrategic Advisers LLC$10001-03-2012
Patrick TerrazzanoEdward JonesStrategic Advisers LLC$10009-08-2011
Adalberto Santaella IIIEdward JonesStrategic Advisers LLC$15005-20-2011
Bradley Douglas McelwainEdward JonesStrategic Advisers LLC05-02-2011
Aaron Dallas SnoufferEdward JonesStrategic Advisers LLC$10001-01-2010

Showing 1 to 18 of 18 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.