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
David Allen FantEdward JonesVALIC Financial Advisors, Inc.02-26-2020
Brian Thomas DoverEdward JonesRaymond James & Associates, Inc.$2502-25-2020
Lisa Ann ImbrunnoneEdward JonesThe Huntington Investment Company01-31-2020
Kyle W. DuryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-19-2019
David Vincent HalvorsonEdward JonesMorgan Stanley11-22-2019
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
Bret T. CookEdward JonesRaymond James Financial Services, Inc.$5008-23-2019
Robert Edward ClarkEdward JonesFinancial Engines Advisors L.L.C.07-22-2019
Hari RaoEdward JonesCitizens Securities, Inc.$5005-17-2019
Thomas John HalonenEdward JonesFarmers Financial Solutions, LLC05-10-2019
Robert Luke Noble Jr.Edward JonesAMDG Financial03-29-2019
Mark Michael FryeEdward JonesSpire Securities, LLC02-01-2019
Melissa Anne SiltaEdward JonesWells Fargo Clearing Services, LLC01-18-2019
Margeline Gwynne TrippEdward JonesPruco Securities, LLC.09-14-2018
Joshua John MalyEdward JonesFinancial Engines Advisors L.L.C.03-19-2018
Andrew McSkimming IIIEdward JonesSequoia Financial Group, L.L.C.11-22-2017
Stephen William GreenEdward JonesWells Fargo Clearing Services, LLC$1311-03-2017
Jeffrey Thomas DomenicoEdward JonesPNC Investments10-06-2017
Andrew Robert CoveEdward JonesCetera Investment Services LLC$5009-29-2017
Benjamin J. KragtEdward JonesAmeriprise Financial Services, LLC09-15-2017
Steven Lee TownsendEdward JonesFifth Third Securities, Inc.$5008-01-2017
Timothy FliamEdward JonesCetera Advisor Networks LLC07-26-2017
Jason Andrew VogelEdward JonesMorgan Stanley07-22-2016
Shayne Hope AtwoodEdward JonesWaddell & Reed05-31-2016
John S. SeculoffEdward JonesThe Mutual Fund Store03-04-2016
Next Page »

Showing 1 to 25 of 48 entries

Page 1 | 2

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.