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
Ellen Jean FelmleeCetera Investment Services LLCEdward Jones02-05-2009
Dave Allan ReedCetera Investment Services LLCEdward Jones08-07-2009
Aaron J. RigdonCetera Investment Services LLCEdward Jones10-27-2009
Ronald Alan BeckmanCetera Investment Services LLCEdward Jones01-19-2010
Marni Ann CowanCetera Investment Services LLCEdward Jones$1010-13-2010
Amy J. GoeringCetera Investment Services LLCEdward Jones12-21-2010
Leah Anne BrooksCetera Investment Services LLCEdward Jones$1002-28-2011
Brian David BerryCetera Investment Services LLCEdward Jones08-01-2011
Timothy James JensenCetera Investment Services LLCEdward Jones10-17-2011
Edward Michael GolomCetera Investment Services LLCEdward Jones04-01-2012
Brooke Christen BakerCetera Investment Services LLCEdward Jones05-01-2012
Ervie Don HoustonCetera Investment Services LLCEdward Jones08-27-2012
Adriane Marie SasakiCetera Investment Services LLCEdward Jones$1008-30-2012
Christopher S. GeeCetera Investment Services LLCEdward Jones01-29-2013
Wesley Daniel StewartCetera Investment Services LLCEdward Jones01-30-2013
Brett Louis DartezCetera Investment Services LLCEdward Jones$5003-14-2013
Jennifer Strickland MeeksCetera Investment Services LLCEdward Jones03-22-2013
Toni Lynn GoreCetera Investment Services LLCEdward Jones05-23-2013
Chase K. FrostCetera Investment Services LLCEdward Jones05-23-2013
Ryan Michael MoulinCetera Investment Services LLCEdward Jones$106-17-2013
Joseph KellyCetera Investment Services LLCEdward Jones07-29-2013
Matthew S. CowellCetera Investment Services LLCEdward Jones09-11-2013
Jason FoxCetera Investment Services LLCEdward Jones$5010-09-2013
Faye L ColleyCetera Investment Services LLCEdward Jones11-13-2013
Jared Kenneth KirbyCetera Investment Services LLCEdward Jones02-27-2014
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Showing 1 to 25 of 73 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.