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
Adam Wade HewettArvest Wealth ManagementJ.P. Morgan Securities LLC$2503-11-2020
Kory Andrew AllsopArvest Wealth ManagementBOK Financial Securities, Inc.03-03-2020
Timothy Matthew MurphyArvest Wealth ManagementWells Fargo Clearing Services, LLC08-27-2019
Alan Karlis LaneArvest Wealth ManagementCamarda Wealth Advisory Group04-02-2019
Abby Renee HubbleArvest Wealth ManagementBOK Financial Securities, Inc.$603-05-2019
Ross T. HunterArvest Wealth ManagementEdward Jones02-25-2019
Kathleen A. VancurenArvest Wealth ManagementBOK Financial Securities, Inc.10-16-2018
Danny Loren WhiteArvest Wealth ManagementBOK Financial Securities, Inc.10-02-2018
Christopher Jerrod SchroederArvest Wealth ManagementBOK Financial Securities, Inc.08-13-2018
William David LancasterArvest Wealth ManagementEdward Jones02-08-2018
Rachel L. WileyArvest Wealth ManagementUSAA Financial Advisors, Inc.08-16-2017
Steve Lee FergusonArvest Wealth ManagementBOK Financial Securities, Inc.$20005-17-2017
Hannah Jaye BodeArvest Wealth ManagementEdward Jones02-28-2017
Carl David NorrisArvest Wealth ManagementNorthwestern Mutual Investment Services, LLC02-28-2017
Keith K CarterArvest Wealth ManagementCetera Investment Advisers LLC01-11-2017
James Kirk BairdArvest Wealth ManagementCetera Investment Services LLC12-02-2016
Kaysha Louise AndrewsArvest Wealth ManagementJ.P. Morgan Securities LLC08-02-2016
Timothy Don MillsArvest Wealth ManagementJ.P. Morgan Securities LLC06-10-2016
Nathan TolandArvest Wealth ManagementEdward Jones12-01-2015
Koby Dale CrossArvest Wealth ManagementJ.P. Morgan Securities LLC09-01-2015
John Oliver BuckleyArvest Wealth ManagementMorgan Stanley07-22-2015
Larry Dale EllisArvest Wealth ManagementBancWest Investment Services, Inc.07-13-2015
Gilbert Waters Harrison IIArvest Wealth ManagementLPL Financial LLC01-06-2012
Patrick T. MooreArvest Wealth ManagementKenjol Capital Management12-22-2011
Shawn Dwayne PeschkeArvest Wealth ManagementChase Investment Services Corp.05-31-2011
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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.