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
Lindsey Renae LoredoBOK Financial Services, Inc.Fidelity Brokerage Services LLC09-17-2018
Jessi Lee NippertBOK Financial Services, Inc.Wells Fargo Clearing Services, LLC08-17-2016
Abby Renee HubbleBOK Financial Services, Inc.Ameriprise Financial Services, Inc.06-09-2016
Jeffrey Allen Jackson IIBOK Financial Services, Inc.LPL Financial LLC06-08-2015
Joseph Gregory HobbsBOK Financial Services, Inc.Cetera Investment Services LLC05-04-2015
Eddie Stephen SeinBOK Financial Services, Inc.Morgan Stanley$104-13-2015
Christopher Jerrod SchroederBOK Financial Services, Inc.J.P. Morgan Securities LLC03-02-2015
Teddy Ray Slate Jr.BOK Financial Services, Inc.Edward Jones$1007-09-2014
Marilynda Robertson KuehnBOK Financial Services, Inc.J.P. Morgan Securities LLC07-01-2014
Jessica Meador JonesBOK Financial Services, Inc.BancWest Investment Services, Inc.06-30-2014
James Nicklaus EschenheimerBOK Financial Services, Inc.B. Riley Wealth Management06-09-2014
Edward Lowell PlotkinBOK Financial Services, Inc.Zions Direct, Inc.04-22-2014
Matthew Brian McguireBOK Financial Services, Inc.Edward Jones03-24-2014
Craig Alan CanardBOK Financial Services, Inc.Morgan Stanley03-05-2014
Cody Wayne ForehandBOK Financial Services, Inc.Edward Jones02-03-2014
James Scott DeneenBOK Financial Services, Inc.J.P. Morgan Securities LLC11-18-2013
Rusty Clayton JonesBOK Financial Services, Inc.Arvest Wealth Management$112-04-2012
John William GodwinBOK Financial Services, Inc.J.P. Morgan Securities LLC10-04-2012
Trevis Edward HulseBOK Financial Services, Inc.Morgan Stanley07-05-2012
Steve Lee FergusonBOK Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2012
Timothy Matthew MurphyBOK Financial Services, Inc.Wells Fargo Clearing Services, LLC02-22-2012
Charles David ClarkBOK Financial Services, Inc.Chase Investment Services Corp.07-15-2011
Paula Jean StewartBOK Financial Services, Inc.T.S. Phillips Investments, Inc.10-06-2010
Craig Richard KitchenBOK Financial Services, Inc.T.S. Phillips Investments, Inc.06-18-2010
Zachary Dale ArcherBOK Financial Services, Inc.Arvest Wealth Management06-02-2010
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Showing 1 to 25 of 30 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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