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.

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
Jeffrey Alan EarnhartEdward JonesMorgan Stanley05-08-2015
Frederick Scott WithamEdward JonesMorgan Stanley04-24-2015
Dennis James TaylorEdward JonesMorgan Stanley$2504-20-2015
Todd Kenneth KickbuschEdward JonesMorgan Stanley04-10-2015
Gary James ThomasEdward JonesMorgan Stanley$2502-13-2015
Delon Thomas MansourEdward JonesMorgan Stanley02-13-2015
Adir A. SementilliEdward JonesMorgan Stanley02-13-2015
Glenn Roger Sweeten Jr.Edward JonesMorgan Stanley01-23-2015
Dustin Thomas O'BrienEdward JonesMorgan Stanley01-09-2015
Nicholas Daniel GoinsEdward JonesMorgan Stanley01-05-2015
Christopher L. HowardEdward JonesMorgan Stanley10-17-2014
Geoffrey Thomas OlohanEdward JonesMorgan Stanley$1009-23-2014
Ryan Paul HaleEdward JonesMorgan Stanley08-25-2014
Anna Jeanette AshEdward JonesMorgan Stanley$5007-18-2014
Thomas Anthony D'ArcangeloEdward JonesMorgan Stanley05-30-2014
Richard Adam EbaughEdward JonesMorgan Stanley$1004-25-2014
Amber Marie TerryEdward JonesMorgan Stanley03-14-2014
Erin Fry SinclairEdward JonesMorgan Stanley$1002-28-2014
Jason PerezEdward JonesMorgan Stanley02-10-2014
Cynthia Garcia LunaEdward JonesMorgan Stanley02-07-2014
Thomas W Elrod Jr.Edward JonesMorgan Stanley01-27-2014
David Anthony MadiaEdward JonesMorgan Stanley10-18-2013
Joyce Lynn FalkenEdward JonesMorgan Stanley08-23-2013
George Hackett Dwyer IIIEdward JonesMorgan Stanley$5007-26-2013
Paul G. McCutchen IIIEdward JonesMorgan Stanley$5007-26-2013
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Showing 51 to 75 of 127 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.