Advisers on the Move

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
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
Nathan Curry WaltersEdward JonesAmeriprise Financial Services, Inc.03-29-2019
Chad R. BarberEdward JonesAmeriprise Financial Services, Inc.$7011-19-2014
John Hampton WilkieEdward JonesAmeriprise Financial Services, Inc.01-05-2009
Christian Robert TaylorEdward JonesAXA Advisors, LLC06-15-2018
Frederick Andrew Cook IIIEdward JonesAXA Advisors, LLC$50001-03-2014
Patrick James TuiteEdward JonesAXA Advisors, LLC02-02-2009
Britt Franklin WrightEdward JonesBanc of America Investment Services, Inc.$50005-15-2009
Jason C DowellEdward JonesBB&T Investment Services, Inc.12-21-2017
Sam Andrew MorrisonEdward JonesBB&T Investment Services, Inc.03-03-2017
Joshua Stearman BoyleEdward JonesBB&T Investment Services, Inc.08-14-2015
Susanne Smith MillerEdward JonesBB&T Securities, LLC06-14-2018
Adam Eric AckermanEdward JonesBNA Wealth07-06-2015
Mara Anne WessellEdward JonesCantella & Co., Inc.$10004-16-2010
Joshua Robert SeligsonEdward JonesCapFinancial Securities, LLC.03-03-2016
Jonathan Daniel WakinEdward JonesCapital Investment Group, Inc.07-14-2017
Matthew Todd StoweEdward JonesCetera Investment Services LLC08-16-2019
Darrell Eugene GoforthEdward JonesFirst Citizens Investor Services, Inc.01-18-2019
Suzanne G. BarhamEdward JonesKestra Investment Services, LLC$50001-26-2018
Barton Kevin FarrellEdward JonesLPL Financial LLC05-24-2019
Johnathon Edward PittsEdward JonesLPL Financial LLC01-18-2019
Kelly Suzanne LuckhausEdward JonesLPL Financial LLC08-18-2017
Dustin Mychael Van WeerdhuizenEdward JonesLPL Financial LLC10-21-2016
Melody Ann JohnsonEdward JonesLPL Financial LLC$10009-09-2016
Michael SharplesEdward JonesLPL Financial LLC05-26-2010
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Showing 1 to 25 of 71 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.


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