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
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
William Herdman TottenEdward JonesWells Fargo Clearing Services, LLC01-03-2011
Tyson John SmithEdward JonesMetLife Securities Inc.09-05-2014
Thomas Alan NigonEdward JonesThe Huntington Investment Company$2510-01-2012
Stephanie Eileen MillerEdward JonesSantander Securities LLC$1010-09-2015
Shawn Richard SwartzEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-03-2020
Seth David ThompsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2019
Ryan Leslie MessengerEdward JonesPNC Investments05-05-2017
Roderick Charles Byers SalterEdward JonesCetera Investment Services LLC02-14-2014
Robert Joseph BennettEdward JonesState Farm VP Management Corp.06-25-2012
Robert George Brest Jr.Edward JonesPNC Investments01-02-2015
Richard William McKeeEdward JonesAllstate Financial Services, LLC02-17-2017
Richard OlszewskiEdward JonesMML Investors Services, LLC02-28-2020
Phong Tan TruongEdward JonesMML Investors Services, LLC03-29-2017
Matthew Robert GaulEdward JonesMML Investors Services, LLC$812-09-2016
Luke Tyler AustinEdward JonesSignator Investors, Inc.09-15-2017
Larry Vernon DanielsEdward JonesPNC Investments05-11-2012
Lance E. CicciarelliEdward JonesJanney Montgomery Scott LLC$5004-24-2009
Lance Blaine BurgertEdward JonesNorthwestern Mutual Investment Services, LLC10-21-2013
Joyce Musson ZavresaEdward JonesMorgan Stanley03-02-2018
Joseph Thomas Cannon Jr.Edward JonesVfic Securities, Inc.03-19-2010
John Howard PrichardEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$503-06-2009
Jerry GlasserEdward JonesEdward Jones11-15-2019
Jeffrey Joseph GeibelEdward JonesWoodmen Financial Services, Inc.01-12-2018
Jason Ryan SalmonEdward JonesCharles Schwab & Co., Inc.04-03-2020
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Showing 1 to 25 of 37 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.