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
Paul Lawrence BanksEdward JonesPrivate Client Services, LLC$25007-19-2019
Greg William HarmonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-19-2019
Christopher William BellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Skye ManningEdward JonesThrivent Investment Management Inc.07-19-2019
Aaron Lee RobinsonEdward JonesThrivent Investment Management Inc.07-19-2019
Joseph Francis DomekEdward JonesCambridge Investment Research, Inc.07-19-2019
Matthew Roy BrownEdward JonesJ.P. Morgan Securities LLC07-19-2019
Adam Wade HewettEdward JonesJ.P. Morgan Securities LLC$25007-15-2019
Chad Richard SmithEdward JonesCascade Capital Asset Management LLC$50007-15-2019
Tyler Alexander SorensenEdward JonesSunTrust Investment Services, Inc.07-15-2019
Jaclyn E BellEdward JonesCapital Analysts$10007-12-2019
Heath Franklin FultonEdward JonesU.S. Bancorp Investments, Inc.$10007-12-2019
Brea Nicole TabernikEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-12-2019
Nigelenn Estrella HolmanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
Kyle Harrison BlackEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
Brandy Dusa PearceEdward JonesEide Bailly Advisors, LLC07-11-2019
Joe FaulkEdward JonesKingsview Asset Management$3507-11-2019
Michael Ross Van BoeningEdward JonesLoyd Financial Management Inc.07-10-2019
Shane GoffEdward JonesProspera Financial Services, Inc.$8707-03-2019
Richard Tobias CarlinEdward JonesFisher Investments07-08-2019
William Joel HaneyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2019
Eric Matthew TonesEdward JonesFidelity Personal and Workplace Advisors07-05-2019
Michael S. ScottEdward JonesLPL Financial LLC07-03-2019
Cameron Lee HarrisEdward JonesInfinex Investments, Inc.07-01-2019
Colin WongEdward JonesAXA Advisors, LLC$25006-28-2019
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Showing 1 to 25 of 85 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.