Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Alexander BoudreauxEdward JonesLPL Financial LLC05-01-2009
Terry Michael PfeiferEdward JonesLPL Financial LLC09-04-2009
David C. JohnsEdward JonesLPL Financial LLC09-20-2010
Benjamin C. HeadleeEdward JonesLPL Financial LLC06-10-2011
John Mitchell RyanEdward JonesLPL Financial LLC$10010-14-2011
Chad Alan BurkhalterEdward JonesLPL Financial LLC$2501-06-2012
Maria Michelle Mabelle FergusonEdward JonesLPL Financial LLC04-09-2012
Mark Daniel EdwardsEdward JonesLPL Financial LLC$10005-14-2012
Brandan Jay BagwellEdward JonesLPL Financial LLC05-14-2012
Lisa Michelle DavidEdward JonesLPL Financial LLC05-18-2012
Jeffrey Adam ChristensenEdward JonesLPL Financial LLC06-15-2012
Nina Louise BossEdward JonesLPL Financial LLC10-22-2012
David Caleb HughesEdward JonesLPL Financial LLC12-10-2012
Anderson Macdonell WrenEdward JonesLPL Financial LLC07-22-2013
Douglas Paul PfeiferEdward JonesLPL Financial LLC$2509-26-2013
Shawn-Christine AdjutantEdward JonesLPL Financial LLC10-04-2013
Meghan Marie MurrayEdward JonesLPL Financial LLC04-14-2014
Chad L. BaldwinEdward JonesLPL Financial LLC07-18-2014
Vanessa Leann CordellEdward JonesLPL Financial LLC$2508-25-2014
Kenneth Robert WoodEdward JonesLPL Financial LLC10-20-2014
Victor Bedros MatigianEdward JonesLPL Financial LLC01-09-2015
Daryk Lance BraytonEdward JonesLPL Financial LLC$1004-10-2015
William James WhiteheadEdward JonesLPL Financial LLC06-19-2015
Ryan Matthew ReffnerEdward JonesLPL Financial LLC07-24-2015
Kelly Mari Shota-FranklinEdward JonesLPL Financial LLC11-25-2015
Next Page »

Showing 1 to 25 of 63 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.


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