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
Alec Anton TrentlerCharles Schwab & Co., Inc.Edward Jones04-29-2020
Nicholas OgdenCharles Schwab & Co., Inc.Edward Jones04-22-2020
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Kevin Dewitt McFarlandCharles Schwab & Co., Inc.Edward Jones03-27-2020
Eric Sven CorderCharles Schwab & Co., Inc.Edward Jones03-11-2020
Kristian Jesse GarciaCharles Schwab & Co., Inc.Edward Jones01-31-2020
Rush Peters GriffithCharles Schwab & Co., Inc.Edward Jones01-16-2020
Eric M. TonesCharles Schwab & Co., Inc.Edward Jones01-02-2020
Victoria J RobertsCharles Schwab & Co., Inc.Edward Jones12-23-2019
Matthew I. KramerCharles Schwab & Co., Inc.Edward Jones11-25-2019
Justin Lee JonesCharles Schwab & Co., Inc.Edward Jones08-22-2019
Dalton Jeffrey ShoemakerCharles Schwab & Co., Inc.Edward Jones05-24-2019
Henrique Oliveira CataldiCharles Schwab & Co., Inc.Edward Jones04-08-2019
Courtney Jean RowleyCharles Schwab & Co., Inc.Edward Jones03-15-2019
Ethan R. MorrisCharles Schwab & Co., Inc.Edward Jones02-04-2019
Matthew David BoyleCharles Schwab & Co., Inc.Edward Jones01-22-2019
Jeffrey Alan DutmersCharles Schwab & Co., Inc.Edward Jones01-02-2019
Joel Nicholas FonsecaCharles Schwab & Co., Inc.Edward Jones12-04-2018
Thomas H. CandlerCharles Schwab & Co., Inc.Edward Jones11-16-2018
Marcus PoteeteCharles Schwab & Co., Inc.Edward Jones06-25-2018
Eric Leonard MalmgrenCharles Schwab & Co., Inc.Edward Jones06-22-2018
Patrick Ryan YingstCharles Schwab & Co., Inc.Edward Jones04-26-2018
Alexander Charles AlbertCharles Schwab & Co., Inc.Edward Jones11-29-2017
Sarah Elizabeth BuchardtCharles Schwab & Co., Inc.Edward Jones08-25-2017
Michelle LowtherCharles Schwab & Co., Inc.Edward Jones05-17-2017
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Showing 1 to 25 of 68 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.