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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christian Joel DiegelCetera Advisors LLCEdward Jones04-13-2020
Amy Marjorie O'BrienCetera Advisors LLCEdward Jones03-27-2020
Susan PowersCetera Advisors LLCEdward Jones03-23-2020
Holly Crystal BrauerCetera Advisors LLCEdward Jones02-12-2020
Emma Marie SmithCetera Advisors LLCEdward Jones09-30-2019
Daniel LekkiCetera Advisors LLCEdward Jones07-25-2019
Jason Abel JonesCetera Advisors LLCEdward Jones02-22-2019
Lang P. NguyenCetera Advisors LLCEdward Jones02-14-2019
Dustin Mac BrownCetera Advisors LLCEdward Jones07-18-2017
Gregory Gordon HomerCetera Advisors LLCEdward Jones03-27-2017
Mitchell L. WassinkCetera Advisors LLCEdward Jones04-06-2016
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Phillip B. IsanCetera Advisors LLCEdward Jones06-27-2014
Roger Kent RatliffCetera Advisors LLCEdward Jones01-10-2014
James Patrick MacdougallCetera Advisors LLCEdward Jones07-12-2013
James B. StarkCetera Advisors LLCEdward Jones02-08-2013
Hb Smart IICetera Advisors LLCEdward Jones01-29-2013
Timothy A BurressCetera Advisors LLCEdward Jones11-16-2012
Dana Ann CloydCetera Advisors LLCEdward Jones09-12-2012
Robert HayesCetera Advisors LLCEdward Jones06-13-2012
Marcus Todd AlleyCetera Advisors LLCEdward Jones04-13-2012
Kraig Kerry KellerCetera Advisors LLCEdward Jones10-03-2011
Karen D TrekellCetera Advisors LLCEdward Jones08-26-2011
Marie Sharon EverittCetera Advisors LLCEdward Jones07-06-2011
Ronald SkowronskyCetera Advisors LLCEdward Jones02-18-2009
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.