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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacqueline Fenix RogersArvest Wealth ManagementParsec Financial06-15-2020
John Paul NaudoArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2020
Raymond Michael DychesArvest Wealth ManagementBLUE VALLEY WEALTH ADVISORS, INC.06-05-2020
Jeffrey Lynn WicksArvest Wealth ManagementEdward Jones$15001-06-2020
Adrienne Brooke KerseyArvest Wealth ManagementPaychex Securities Corporation12-19-2019
Colin Michael CatheyArvest Wealth ManagementTD Ameritrade, Inc.10-07-2019
James Michael BakerArvest Wealth ManagementAmeriprise Financial Services, LLC05-13-2019
Kyle Alan SutherlandArvest Wealth ManagementFidelity Brokerage Services LLC04-16-2019
Andrew Glenn AdamsArvest Wealth ManagementCetera Investment Services LLC12-19-2018
Kevin Chester WoodworthArvest Wealth ManagementCantella & Co., Inc.10-17-2018
Ronnie Tyson BackusArvest Wealth ManagementFirst Command Brokerage Services, Inc.08-02-2018
Robert Craig Spears IIArvest Wealth ManagementTIAA-CREF Individual & Institutional Services, LLC07-06-2018
Amoree Louise MichalekArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated$2508-16-2017
Andrew K SkinnerArvest Wealth ManagementPNC Investments06-01-2017
Kelley B HuntArvest Wealth ManagementEdward Jones02-21-2017
Darin Andrew DrennanArvest Wealth ManagementCUSO Financial Services, L.P.$1702-14-2017
Johnny Dale PooleArvest Wealth ManagementLPL Financial LLC12-16-2016
Allen Brent WagnerArvest Wealth ManagementCetera Investment Services LLC$15005-05-2016
Mary Elizabeth PedersenArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated$7609-23-2014
Kendra Jean Van HornArvest Wealth ManagementAmeriprise Financial Services, LLC11-07-2013
James Daniel PeltonArvest Wealth ManagementInvestment Professionals, Inc.$2510-05-2013
Michael Earl PeeblesArvest Wealth ManagementFinancial Management, Inc.09-18-2012
Steven Ray BurkheadArvest Wealth ManagementWells Fargo Clearing Services, LLC04-16-2012
Scott Martin CainArvest Wealth ManagementRaymond James Financial Services, Inc.$15011-15-2010
Cody M PughArvest Wealth ManagementSterne, Agee & Leach, Inc.11-01-2010
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Showing 1 to 25 of 27 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.