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
David Clinton WilsonEdward JonesMetLife Securities Inc.01-12-2009
Brent Benjamin BunneEdward JonesMetLife Securities Inc.04-12-2010
Jonathan Marc BaronEdward JonesMetLife Securities Inc.$2505-07-2010
Jeffrey Brian FletcherEdward JonesMetLife Securities Inc.05-13-2011
Dat D DaoEdward JonesMetLife Securities Inc.11-23-2011
Timothy Michael MooneyEdward JonesMetLife Securities Inc.$1004-09-2012
Michael OrzolekEdward JonesMetLife Securities Inc.05-11-2012
Robert Thomas HaltermanEdward JonesMetLife Securities Inc.10-22-2012
Christopher CarterEdward JonesMetLife Securities Inc.02-25-2013
Justin P. MackayEdward JonesMetLife Securities Inc.08-30-2013
Justin P. SontaEdward JonesMetLife Securities Inc.11-08-2013
Tyson John SmithEdward JonesMetLife Securities Inc.09-05-2014
James Francis SirekEdward JonesMetLife Securities Inc.09-19-2014
Paul FredricksonEdward JonesMetLife Securities Inc.03-30-2015
Ronda Lee Ann WarrenerEdward JonesMetLife Securities Inc.08-28-2015
Christopher Lee RobertshawEdward JonesMetLife Securities Inc.10-26-2015
Tyler James KuskeEdward JonesMetLife Securities Inc.01-25-2016
David ShawEdward JonesMetLife Securities Inc.$5005-27-2016
Dennis James HarpEdward JonesMetLife Securities Inc.02-03-2017
Alexander J BrignacEdward JonesMetLife Securities Inc.03-22-2017

Showing 1 to 20 of 20 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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