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
Zackery Michael BarnettEdward JonesRFG Advisory, LLC04-16-2020
Tiffany B FoxEdward JonesEdward Jones04-13-2020
Nicholas Stephen MatlockEdward JonesCharles Schwab & Co., Inc.04-08-2020
Timothy Joseph JacobsmeyerEdward JonesWells Fargo Clearing Services, LLC03-31-2020
Jeffrey Scott StebbinsEdward JonesWells Fargo Funds Distributor, LLC03-30-2020
Terance Deshun CarrEdward JonesWells Fargo Clearing Services, LLC03-30-2020
Troy Michael KlunkEdward JonesCharles Schwab & Co., Inc.03-30-2020
Neil Stuart DeckerEdward JonesAmeriprise Financial Services, LLC03-30-2020
Leonard A ToccoEdward JonesNorthwestern Mutual Investment Services, LLC03-26-2020
Robert Edward Hewitt IIEdward JonesMWA Financial Services Inc.03-24-2020
Jeffrey David SteinerEdward JonesUMB Financial Services, Inc.$5003-16-2020
Anthony Joseph D'AngeloEdward JonesThe Huntington Investment Company03-16-2020
Thomas Michael TaylorEdward JonesMWA Financial Services Inc.03-10-2020
John F. HughesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2020
Chad WilliamsEdward JonesRaymond James Financial Services, Inc.03-03-2020
Jon Christopher MillsEdward JonesAmeriprise Financial Services, LLC03-02-2020
Ryan WilsonEdward JonesKey Investment Services LLC03-02-2020
Benjamin M BisnettEdward JonesLPL Financial LLC03-02-2020
William Edwin Gore IIIEdward JonesAllstate Financial Services, LLC02-26-2020
Rita Cass CallenEdward JonesFirst Citizens Investor Services, Inc.02-24-2020
Brandon Paul SuggEdward JonesFirst Command Financial Planning, Inc.02-18-2020
Shane Michael KellyEdward JonesFidelity Brokerage Services LLC02-18-2020
Misty Dawn CaberEdward JonesEdward Jones02-17-2020
Drew Michael SmartEdward JonesCUSO Financial Services, L.P.02-14-2020
Matthew R KirschnerEdward JonesGuggenheim Securities, LLC02-10-2020
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Showing 1 to 25 of 1,587 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.