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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albert Byron Collingbourne IVEdward JonesArvest Wealth Management05-29-2018
Barrett Conibear ShireyEdward JonesRaymond James Financial Services, Inc.07-25-2016
Jared Clayton MccoyEdward JonesADP Broker-Dealer, Inc.$2301-12-2015
Beau DriggersEdward JonesProEquities, Inc.$5010-20-2014
John Gerard HoffmanEdward JonesNYLIFE Securities LLC09-29-2014
Frank MamolaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-05-2014
Mark Robert WalpusEdward JonesThrivent Investment Management Inc.05-12-2014
Scotty Vaden DeanEdward JonesPruco Securities, LLC.03-28-2014
Christopher Ryan MoodyEdward JonesChase Investment Services Corp.03-16-2012
Jeremy Jason JanowskiEdward JonesUSAA Financial Advisors, Inc.02-17-2012
Connie Marie NaderEdward JonesWells Fargo Clearing Services, LLC$5007-29-2010

Showing 1 to 11 of 11 entries

Page 1

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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