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
Derek HuffmanEdward JonesFarmers Financial Solutions, LLC04-15-2020
Alexis Leon AldazEdward JonesFarmers Financial Solutions, LLC$1002-28-2020
Scott Michael SchwagerEdward JonesFarmers Financial Solutions, LLC01-13-2020
Brent James ReedEdward JonesFarmers Financial Solutions, LLC09-11-2019
Thomas John HalonenEdward JonesFarmers Financial Solutions, LLC05-10-2019
Virginia Louise NelsonEdward JonesFarmers Financial Solutions, LLC05-07-2019
Kyle Richard OsterhageEdward JonesFarmers Financial Solutions, LLC05-03-2019
Emmett John SantilloEdward JonesFarmers Financial Solutions, LLC$2503-15-2019
James E. StruttEdward JonesFarmers Financial Solutions, LLC02-05-2019
Darren Thomas DavisEdward JonesFarmers Financial Solutions, LLC01-16-2019
Steven Todd ForanEdward JonesFarmers Financial Solutions, LLC01-10-2019
Anthony Eugene UrrutiaEdward JonesFarmers Financial Solutions, LLC09-12-2018
Andrew C. HaleEdward JonesFarmers Financial Solutions, LLC09-10-2018
Keith Robert CollinsEdward JonesFarmers Financial Solutions, LLC07-10-2018
Daniel R. BrownEdward JonesFarmers Financial Solutions, LLC05-01-2018
Todd Huebler IIEdward JonesFarmers Financial Solutions, LLC02-05-2018
Lawrence Lee ByarsEdward JonesFarmers Financial Solutions, LLC01-18-2018
Jeffrey Dean HendersonEdward JonesFarmers Financial Solutions, LLC05-18-2017
Charles E. HellumsEdward JonesFarmers Financial Solutions, LLC04-18-2017
Wayne Bryce EvansEdward JonesFarmers Financial Solutions, LLC03-28-2017
Laura Lee NeedsEdward JonesFarmers Financial Solutions, LLC02-10-2016
Jett Barker SmithEdward JonesFarmers Financial Solutions, LLC07-01-2015
Drew David HowardEdward JonesFarmers Financial Solutions, LLC05-04-2015
Bret Renee RobbeEdward JonesFarmers Financial Solutions, LLC03-26-2015
Jason Stuart PolkEdward JonesFarmers Financial Solutions, LLC07-29-2014
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Showing 1 to 25 of 34 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.