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
Dennis Eugene NelsonEdward JonesParkland Securities, LLC04-26-2019
Joseph Anthony ParlavecchioEdward JonesFinancial Engines Advisors L.L.C.01-17-2019
Andrew B. BallEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
John W DemeoEdward JonesAmeriprise Financial Services, LLC07-27-2018
Ian Bruce StephensEdward JonesNatixis Distribution, L.P.08-11-2017
Timothy John MazanecEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2016
Robert Anthony SacchettiEdward JonesAmeriprise Financial Services, LLC03-07-2016
Kimberly Ann CarrollEdward JonesAmeriprise Financial Services, LLC03-04-2016
Jeffrey Paul Vickers Sr.Edward JonesBB&T Securities, LLC10-20-2014
Ryan Mathew AzingerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2014
Thomas Anthony D'ArcangeloEdward JonesMorgan Stanley05-30-2014
Joseph Robert Perusse IIEdward JonesThe Leaders Group, Inc.05-08-2014
Thomas Michael CrowleyEdward JonesScottrade, Inc.06-27-2011
Jeffrey H MeyerEdward JonesWells Fargo Clearing Services, LLC$1010-08-2010
Thomas A. KesterEdward JonesSantander Securities LLC$1912-22-2016
Steven Jay ArgersingerEdward JonesBancnorth Investment Group, Inc.$2510-19-2009
Jeffrey Weston WheelerEdward JonesNYLIFE Securities LLC$5006-02-2017
Cheryl Pamela BerthiaumeEdward JonesBancnorth Investment Group, Inc.$5006-19-2009
Robert B. SullivanEdward JonesRBC Capital Markets, LLC$10009-13-2013
Silas John AtsalisEdward JonesWells Fargo Clearing Services, LLC$15004-30-2010

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.