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
Victoria Elizabeth CragoEdward JonesAXA Advisors, LLC12-28-2009
Tony David DelneroEdward JonesAXA Advisors, LLC$10005-29-2012
Timtico C. WatermanEdward JonesAXA Advisors, LLC03-18-2019
Theresa Anne HarrisonEdward JonesAXA Advisors, LLC05-13-2019
Suzanne F. ReamsEdward JonesAXA Advisors, LLC07-25-2016
Stewart ScharfEdward JonesAXA Advisors, LLC10-03-2016
Steven J DawsonEdward JonesAXA Advisors, LLC02-08-2010
Steven Brian KatzEdward JonesAXA Advisors, LLC$5002-24-2012
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Patrick James TuiteEdward JonesAXA Advisors, LLC02-02-2009
Nickolas Ray RoederEdward JonesAXA Advisors, LLC03-23-2015
Matthew C StoutenburgEdward JonesAXA Advisors, LLC03-20-2015
Marcus D. JohnsonEdward JonesAXA Advisors, LLC09-16-2013
Marcie HibbsEdward JonesAXA Advisors, LLC07-26-2010
Leonardo F ChangEdward JonesAXA Advisors, LLC08-04-2014
Kay Marie AuwerterEdward JonesAXA Advisors, LLC02-23-2009
Joseph Elmer FreemanEdward JonesAXA Advisors, LLC10-21-2013
Jose Luis LedesmaEdward JonesAXA Advisors, LLC04-03-2020
Jodi Michelle DetwilerEdward JonesAXA Advisors, LLC10-21-2019
Jefferson Shane LedgerwoodEdward JonesAXA Advisors, LLC04-30-2012
Jason Wesley SuggsEdward JonesAXA Advisors, LLC05-15-2017
James Paul FarrellEdward JonesAXA Advisors, LLC04-18-2011
Gregory Scott LesterEdward JonesAXA Advisors, LLC05-18-2009
Gene Kelly BarnerEdward JonesAXA Advisors, LLC$1009-18-2009
Frederick Andrew Cook IIIEdward JonesAXA Advisors, LLC$101-03-2014
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Showing 1 to 25 of 43 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.