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
Troy James TempletChase Investment Services Corp.Edward Jones$1005-01-2012
Kyli Blanchard VaughnChase Investment Services Corp.Edward Jones04-09-2012
Daniel M Ledet IIChase Investment Services Corp.Edward Jones08-15-2011
Renee E AucoinChase Investment Services Corp.INVEST Financial Corporation07-25-2011
Jared Vincent LabueChase Investment Services Corp.Edward Jones04-01-2011
Tim P. SpringerChase Investment Services Corp.Edward Jones03-01-2011
Amanda Unkel SarvauntChase Investment Services Corp.PFS Investments Inc.12-13-2010
Stephen Carroll Smith Jr.Chase Investment Services Corp.Edward Jones11-22-2010
Megan O. Motes CochranChase Investment Services Corp.Edward Jones11-08-2010
Freddie Latron BroadwayChase Investment Services Corp.Edward Jones09-29-2010
Jeffrey N. JustChase Investment Services Corp.Edward Jones$1008-16-2010
Vincent Edward BranchChase Investment Services Corp.TIAA-CREF Individual & Institutional Services, LLC05-31-2010
Christopher John TroianiChase Investment Services Corp.Morgan Stanley05-26-2010
Emily Lennox RichardsonChase Investment Services Corp.Raymond James Financial Services, Inc.$1002-26-2010
Kenneth Douglas ElliottChase Investment Services Corp.First Command Financial Planning, Inc.01-29-2010
Aaron David WinsteinChase Investment Services Corp.MetLife Securities Inc.12-04-2009
Timothy Kent AubinChase Investment Services Corp.Wells Fargo Clearing Services, LLC12-01-2009
Matthew Michael KeatorChase Investment Services Corp.Edward Jones11-09-2009
Dustin Christopher BerryChase Investment Services Corp.Edward Jones11-02-2009
Christopher Garlan WhiteChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2009
Benjamin Latroy RobinsonChase Investment Services Corp.LPL Financial LLC08-28-2009
Peter Michael SteffensChase Investment Services Corp.FBT Advisors, Inc.$1007-13-2009
Jennifer E LibertoChase Investment Services Corp.Morgan Keegan & Company, Inc.05-01-2009
David Jude DuplantisChase Investment Services Corp.Stanford Group Company05-01-2009
George PopovChase Investment Services Corp.Citigroup Global Markets Inc.04-28-2009
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Showing 1 to 25 of 26 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.