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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Wayne BabineauxEdward JonesPFS Investments Inc.08-28-2019
Spencer C MoodyEdward JonesPFS Investments Inc.04-23-2019
Jesus Salazar SalazarEdward JonesPFS Investments Inc.12-06-2018
Brenda Renee WatsonEdward JonesPFS Investments Inc.09-17-2018
Guido Andrew Dipietro IIIEdward JonesPFS Investments Inc.04-18-2018
Karl P MongoldEdward JonesPFS Investments Inc.04-03-2018
Joseph HowardEdward JonesPFS Investments Inc.05-26-2017
Benjamin Wayne DeistEdward JonesPFS Investments Inc.04-07-2017
Daniel Paul WillisEdward JonesPFS Investments Inc.11-04-2016
Danny Lee NelsonEdward JonesPFS Investments Inc.05-11-2016
Jacqueline A. BraddockEdward JonesPFS Investments Inc.04-06-2016
Michael Joseph UlaszekEdward JonesPFS Investments Inc.11-23-2015
Arnold Issiah HaynesEdward JonesPFS Investments Inc.11-01-2015
James Patrick SwantonEdward JonesPFS Investments Inc.07-23-2015
Zachary John Thomas DeesEdward JonesPFS Investments Inc.06-15-2015
Audrey Kim WilliamsonEdward JonesPFS Investments Inc.01-10-2014
Alan Wade PainterEdward JonesPFS Investments Inc.12-16-2013
Jonathan BlountEdward JonesPFS Investments Inc.11-12-2013
Geoffrey Allen MarkowskiEdward JonesPFS Investments Inc.10-15-2012
Charles Edward MadisonEdward JonesPFS Investments Inc.03-26-2012
Michael Lawrence DanielEdward JonesPFS Investments Inc.01-04-2011
Hugo Julio GarzonEdward JonesPFS Investments Inc.12-13-2010
Jeffrey Joseph VenableEdward JonesPFS Investments Inc.05-03-2010

Showing 1 to 23 of 23 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.