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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Edwin Gore IIIEdward JonesAllstate Financial Services, LLC02-26-2020
Tyson Melbourn RichinsEdward JonesAllstate Financial Services, LLC04-25-2014
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Ronald A. SchammertEdward JonesAllstate Financial Services, LLC05-10-2018
Richard William McKeeEdward JonesAllstate Financial Services, LLC02-17-2017
Richard Luigi ShawEdward JonesAllstate Financial Services, LLC03-03-2015
Richard Alan BestEdward JonesAllstate Financial Services, LLC$1002-28-2011
Ralph Villanueva VillavicencioEdward JonesAllstate Financial Services, LLC09-03-2013
Michael Glenn CatlettEdward JonesAllstate Financial Services, LLC04-13-2012
Matthew Tye Wiltse-HiattEdward JonesAllstate Financial Services, LLC07-15-2014
Lee Marvin McNeill Jr.Edward JonesAllstate Financial Services, LLC05-19-2015
Kyle Linden CongerEdward JonesAllstate Financial Services, LLC04-23-2010
Jimmy Allen GrigsbyEdward JonesAllstate Financial Services, LLC$104-07-2014
James Scott CaveEdward JonesAllstate Financial Services, LLC$5009-24-2010
Domenick Maurice CarofineEdward JonesAllstate Financial Services, LLC$106-02-2016
David Thompson McClainEdward JonesAllstate Financial Services, LLC10-06-2017
Chad Vaughn RosensteelEdward JonesAllstate Financial Services, LLC12-18-2017
Candice M. StanleyEdward JonesAllstate Financial Services, LLC10-05-2016
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Bradley Eugene LemmonEdward JonesAllstate Financial Services, LLC$1002-24-2014
Alexander F. AmoryEdward JonesAllstate Financial Services, LLC08-17-2018

Showing 1 to 21 of 21 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.