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
Ashley Wells OliverEdward JonesRBC Capital Markets, LLC01-06-2020
Karen Brunner LemkeEdward JonesRBC Capital Markets, LLC03-29-2019
Roger Joseph RathEdward JonesRBC Capital Markets, LLC03-23-2015
Christopher Robert RiesgrafEdward JonesRBC Capital Markets, LLC06-09-2014
Timothy Mark ScheuffeleEdward JonesRBC Capital Markets, LLC09-17-2010
John Henry Swon IVEdward JonesRBC Capital Markets, LLC09-13-2010
Blake Anthony CheeleyEdward JonesRBC Capital Markets, LLC08-09-2010
Michael Robert EmmickEdward JonesRBC Capital Markets, LLC05-22-2009
William Lloyd EkrenEdward JonesRBC Capital Markets, LLC$2505-01-2009
Elizabeth Rose BarkerEdward JonesRBC Capital Markets, LLC$3806-28-2018
Christy Jean YagerEdward JonesRBC Capital Markets, LLC$5010-06-2017
Deanna Suits ChiltonEdward JonesRBC Capital Markets, LLC$5010-08-2010
Wingate Gordon Joyner Jr.Edward JonesRBC Capital Markets, LLC$10008-26-2016
Robert B. SullivanEdward JonesRBC Capital Markets, LLC$10009-13-2013
Donald Milton Adkins IIEdward JonesRBC Capital Markets, LLC$15010-08-2010

Showing 1 to 15 of 15 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.