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
Ronald SkowronskyCetera Advisors LLCEdward Jones02-18-2009
James George WitkowskiCetera Advisors LLCEdward Jones$2512-10-2009
Lamont Maurice StewartCetera Advisors LLCEdward Jones$1002-25-2011
Marie Sharon EverittCetera Advisors LLCEdward Jones07-06-2011
Robert Paul MilliganCetera Advisors LLCEdward Jones$2508-15-2011
Karen D TrekellCetera Advisors LLCEdward Jones08-26-2011
Kraig Kerry KellerCetera Advisors LLCEdward Jones10-03-2011
Robert Stephan RuckmanCetera Advisors LLCEdward Jones$1003-02-2012
Marcus Todd AlleyCetera Advisors LLCEdward Jones04-13-2012
Robert HayesCetera Advisors LLCEdward Jones06-13-2012
Paul Christopher JohnsCetera Advisors LLCEdward Jones$1007-31-2012
Dana Ann CloydCetera Advisors LLCEdward Jones09-12-2012
Timothy A BurressCetera Advisors LLCEdward Jones11-16-2012
Hb Smart IICetera Advisors LLCEdward Jones01-29-2013
James B. StarkCetera Advisors LLCEdward Jones02-08-2013
Gabriel A. RamosCetera Advisors LLCEdward Jones$1003-26-2013
James Patrick MacdougallCetera Advisors LLCEdward Jones07-12-2013
Roger Kent RatliffCetera Advisors LLCEdward Jones01-10-2014
Phillip B. IsanCetera Advisors LLCEdward Jones06-27-2014
Kevin James WalkerCetera Advisors LLCEdward Jones$2508-15-2014
Scott Allen HitchlerCetera Advisors LLCEdward Jones$1003-19-2015
Gary Ryan FletcherCetera Advisors LLCEdward Jones$5007-20-2015
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Mitchell L. WassinkCetera Advisors LLCEdward Jones04-06-2016
Carla Gaye CurryCetera Advisors LLCEdward Jones$2504-19-2016
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Showing 1 to 25 of 36 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.