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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Franklin Daniel McdonaldEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2020
Daniel Scott WorleyEdward JonesE*TRADE Securities LLC01-31-2020
Marva Laverne YorkEdward JonesMorgan Stanley11-29-2019
Sarah Nicole WhiteEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2019
Eric Howard RadinskyEdward JonesMML Investors Services, LLC10-25-2019
Matthew Todd StoweEdward JonesCetera Investment Services LLC08-16-2019
Barton Kevin FarrellEdward JonesLPL Financial LLC05-24-2019
Katrina Michelle JonesEdward JonesWells Fargo Clearing Services, LLC05-01-2019
Nathan Curry WaltersEdward JonesAmeriprise Financial Services, LLC03-29-2019
Brent Marshall NaylorEdward JonesWells Fargo Clearing Services, LLC$2503-22-2019
Timothy Ray PollardEdward JonesPrivate Advisor Group, LLC$1002-22-2019
Darrell Eugene GoforthEdward JonesFirst Citizens Investor Services, Inc.01-18-2019
Johnathon Edward PittsEdward JonesLPL Financial LLC01-18-2019
Suzette Lee McIntyreEdward JonesRaymond James Financial Services, Inc.12-17-2018
Geoffrey Chadwick RaynorEdward JonesOhio National Equities, Inc.12-07-2018
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
David James LoveEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
Christian Robert TaylorEdward JonesAXA Advisors, LLC06-15-2018
Susanne Smith MillerEdward JonesBB&T Securities, LLC06-14-2018
James Colby LylesEdward JonesWells Fargo Clearing Services, LLC03-29-2018
Suzanne G. BarhamEdward JonesKestra Investment Services, LLC$5001-26-2018
Bruce A. BirdEdward JonesPruco Securities, LLC.12-21-2017
Jason C. DowellEdward JonesBB&T Investment Services, Inc.12-21-2017
Kelly Suzanne LuckhausEdward JonesLPL Financial LLC08-18-2017
Jonathan Daniel WakinEdward JonesCapital Investment Group, Inc.07-14-2017
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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.