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
Billy C. HaysEdward JonesUvest Financial Services Group, Inc.$2502-02-2009
Stone Brett IreyEdward JonesWells Fargo Clearing Services, LLC$2503-09-2009
John Paul ParkerEdward JonesUBS Financial Services Inc.$5003-20-2009
Gary J Van BakelEdward JonesCitigroup Global Markets Inc.03-20-2009
John Jerald FridayEdward JonesChase Investment Services Corp.07-20-2009
Mark Anthony MageeEdward JonesChase Investment Services Corp.09-01-2009
Tamra Reneau KestersonEdward JonesColonial Brokerage, Inc.10-30-2009
William Vaughn AndersonEdward JonesUBS Financial Services Inc.12-02-2009
Christopher Michael VoorheeseEdward JonesInvestment Professionals, Inc.02-26-2010
Michael Winston BrownEdward JonesInvesco Capital Markets, Inc.06-21-2010
Carl Alan WolfordEdward JonesMorgan Stanley$5008-20-2010
Patrick Vanue LoveladyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-13-2010
Richard Glen SmithEdward JonesInvestment Centers of America, Inc.$10010-22-2010
Garrett T. MaddoxEdward JonesInvestment Professionals, Inc.02-04-2011
Adalberto Santaella IIIEdward JonesFidelity Brokerage Services LLC$15005-20-2011
David Keaton McDanielEdward JonesKestra Investment Services, LLC$1006-17-2011
Tammie Lynne PinckardEdward JonesChase Investment Services Corp.06-29-2011
Chad Alan BurkhalterEdward JonesLPL Financial LLC$2501-06-2012
Nikolai Charles KondraEdward JonesInvestment Professionals, Inc.$2502-10-2012
Richard T FikaniEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-10-2012
Billy Ray MillerEdward JonesWells Fargo Clearing Services, LLC03-16-2012
Greta Messarra WoodwardEdward JonesWells Fargo Clearing Services, LLC05-11-2012
David Than Richburg Jr.Edward JonesAmeriprise Financial Services, Inc.$2506-01-2012
Brad Gene CranfordEdward JonesWells Fargo Clearing Services, LLC06-15-2012
Randall Christopher ReevesEdward JonesHIMCO Distribution Services Company08-07-2012
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Showing 1 to 25 of 89 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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