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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Gary William BullerBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$1,00010-12-2018
Matthew William BullerBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC10-12-2018
Jay Alan CunninghamBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$15009-14-2018
Marcia Tudor ZerlangBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5009-14-2018
Bryan Thomas HoppeBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC09-14-2018
James Michael GoehlBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$1,00005-25-2018
Kevin Christopher RodefferBenjamin F. Edwards & Company, Inc.LPL Financial LLC05-04-2018
David Andrew KohlmeyerBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated01-19-2018
Daphne Lynn CarterBenjamin F. Edwards & Company, Inc.Edward Jones11-17-2017
Craig Scott MorganBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated11-10-2017
Craig Scott Morgan Jr.Benjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated11-10-2017
Timothy John PlattBenjamin F. Edwards & Company, Inc.Morgan Stanley$10008-11-2017
Eric Sellars LoyBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5004-28-2017
Linda Lee DialBenjamin F. Edwards & Company, Inc.Raymond James & Associates, Inc.$1004-28-2017
Nancy Ann ParsonsBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5001-20-2017
William Robert ParrilliBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5212-16-2016
Peter John KramerBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated$1011-23-2016
Lisa Ann HockBenjamin F. Edwards & Company, Inc.UMB Financial Services, Inc.$1011-07-2016
Kevin Arthur SkogsbergBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated$5008-19-2016
Christopher Daniel LarrabeeBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated$5007-29-2016
Bradley Scott JoinerBenjamin F. Edwards & Company, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-19-2016
Curtis Blake LovedayBenjamin F. Edwards & Company, Inc.Morgan Stanley$15007-19-2016
Kevin Michael FahyBenjamin F. Edwards & Company, Inc.Larson Financial Securities, LLC06-09-2016
Mary Lauerman SchulteBenjamin F. Edwards & Company, Inc.Morgan Stanley$10002-12-2016
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Showing 1 to 25 of 43 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.