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
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
Lindsey C. ReddingEdward Jones1st Global Capital Corp.08-24-2009
David Paul MastersEdward JonesAccelerated Capital Group09-17-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
Daniel L LoganEdward JonesADP Broker-Dealer, Inc.01-22-2020
John Orville Lawrence IIEdward JonesADP Broker-Dealer, Inc.03-17-2017
Janet Lynn MooneyEdward JonesADP Broker-Dealer, Inc.04-27-2015
Jared Clayton McCoyEdward JonesADP Broker-Dealer, Inc.01-12-2015
Jason Dante OrsiniEdward JonesADP Broker-Dealer, Inc.07-05-2011
James Joseph DuncanEdward JonesAdvanced Equities, Inc.06-10-2011
Ryan Edward MarquardEdward JonesAdvisors Asset Management, Inc.08-01-2016
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Clifton Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Gregory LewandowskiEdward JonesAIG Capital Services, Inc.10-16-2017
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Scott E. DanielsEdward JonesAIG Capital Services, Inc.03-31-2017
Devin T BartonEdward JonesAIG Capital Services, Inc.01-20-2017
Nathan Miles AndersonEdward JonesAIG Capital Services, Inc.$10011-07-2016
Sean Alan SunderlageEdward JonesAIG Capital Services, Inc.12-01-2014
Patrick M. FoleyEdward JonesAIG Capital Services, Inc.10-19-2012
Julie Gerstmayr KellyEdward JonesAllianceBernstein Investments, Inc.06-07-2010
Scott Jordan KohenEdward JonesAllianceBernstein Investments, Inc.06-01-2009
Christopher Robert PeckEdward JonesAllianceBernstein L.P.07-22-2019
Brandon Sheppard WaltersEdward JonesAllianz Life Financial Services, LLC04-28-2014
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Showing 1 to 25 of 3,132 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.