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
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Crystal Sage BarkerEdward JonesPNC Investments$1005-18-2018
Sharlee Nicole ZalewskiEdward JonesPNC Investments03-02-2018
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
Jeffrey Thomas DomenicoEdward JonesPNC Investments10-06-2017
Daniel Reed PowellEdward JonesPNC Investments05-30-2017
Jeremy Wade PaytonEdward JonesPNC Investments05-08-2017
Jonathan Raymond HowsonEdward JonesPNC Investments05-08-2017
James Thomas Carpenter IIIEdward JonesPNC Investments05-05-2017
Ryan Leslie MessengerEdward JonesPNC Investments05-05-2017
Adam HopperEdward JonesPNC Investments05-09-2016
Zachary J. WildEdward JonesPNC Investments03-08-2016
Scott Patrick ReedEdward JonesPNC Investments08-10-2015
Robert George Brest Jr.Edward JonesPNC Investments01-02-2015
Anthony Jason BayonaEdward JonesPNC Investments04-07-2014
Daniel Charles YoungEdward JonesPNC Investments03-14-2014
Vincent Ray WallaceEdward JonesPNC Investments12-09-2013
Alan Howard GrossmanEdward JonesPNC Investments$2509-28-2012
Christopher John BloomquistEdward JonesPNC Investments09-21-2012
Brandy Nichole EgglestonEdward JonesPNC Investments06-29-2012
Larry Vernon DanielsEdward JonesPNC Investments05-11-2012
Robert Raymond ThomasEdward JonesPNC Investments$20002-27-2012
Sarah Louise SelkeEdward JonesPNC Investments08-12-2011
Kim Colette MacgregorEdward JonesPNC Investments12-06-2010
Next Page »

Showing 1 to 25 of 26 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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