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
Tyler James KuskeEdward JonesMetLife Securities Inc.01-25-2016
Theodore William NielsenEdward JonesThrivent Investment Management Inc.08-17-2018
Susan Joanna Van BoeningEdward JonesEdward Jones10-29-2015
Susan Joanna Van BoeningEdward JonesThrivent Investment Management Inc.01-03-2012
Stephen Leif VigesaaEdward JonesWells Fargo Investments, LLC11-12-2010
Stephen John GragesEdward JonesForesters Equity Services, Inc.06-29-2015
Ryan Patrick EsseEdward JonesNYLIFE Securities LLC01-18-2019
Richard Ross Vande VegteEdward JonesPruco Securities, LLC.12-05-2014
Peter Eugene CongdonEdward JonesRaymond James Financial Services, Inc.$5009-01-2017
Nicholas Peter MaiersEdward JonesThrivent Investment Management Inc.08-17-2018
Mark Allen HaverkampEdward JonesLincoln Financial Advisors Corporation06-17-2011
Larry Steven LaughlinEdward JonesWhite Oak Wealth Management03-23-2018
Kory Robert DeadrickEdward JonesThrivent Investment Management Inc.01-26-2018
Kevin Fritz KraemerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-03-2009
Kent Fellman LarsonEdward JonesVoya America Equities, Inc.02-01-2019
Kelvin Eugene SohlEdward JonesThrivent Investment Management Inc.$1003-29-2019
Julie Ann LeichtnamEdward JonesRaymond James Financial Services, Inc.04-01-2016
Joseph Scott YeadoEdward JonesFidelity Personal and Workplace Advisors07-13-2018
Joseph Paul TauerEdward JonesCetera Advisor Networks LLC11-30-2018
Joseph David DezielEdward JonesNepsis, Inc.05-05-2017
Jordan Michael OlsonEdward JonesTD Ameritrade, Inc.08-09-2019
John Thomas HavelkaEdward JonesThrivent Investment Management Inc.10-08-2010
John Richard VancampEdward JonesNYLIFE Securities LLC11-16-2018
John Francis DegelmannEdward JonesFirst Trust Portfolios L.P.06-07-2013
Jeanne Rae AshburnEdward JonesVoya Financial Advisors, Inc.$1008-22-2014
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Showing 1 to 25 of 33 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.