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
Julie Beth ReganEdward JonesLPL Financial LLC$2508-16-2019
Matthew Todd StoweEdward JonesCetera Investment Services LLC08-16-2019
Casey Ray NelsonEdward JonesKey Investment Services LLC08-16-2019
Alec Elias RosarioEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
April Marie ConnellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
John Lewis ReynoldsEdward JonesMidwestern Securities Trading Company, LLC08-16-2019
Joseph Anthony Meyer IVEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2019
Carlton Orlando HoskinsEdward JonesWells Fargo Clearing Services, LLC08-12-2019
Andrew Joseph CucchiaroEdward JonesMutual of America Life Insurance Company08-12-2019
Melissa Rachel LeffellEdward JonesWells Fargo Clearing Services, LLC08-12-2019
Davaul CarterEdward JonesEdward Jones08-12-2019
Samantha Dawn OwensEdward JonesBMO Harris Financial Advisors, Inc.$108-09-2019
Jordan Michael OlsonEdward JonesTD Ameritrade, Inc.08-09-2019
Marcia Ann WilsonEdward JonesEdward Jones08-09-2019
John AgostinoEdward JonesWells Fargo Clearing Services, LLC08-06-2019
Kevin Lee SullivanEdward JonesTD Ameritrade, Inc.08-06-2019
Stephen Boyd KirkEdward JonesJ.P. Morgan Securities LLC08-05-2019
Adam R MonicalEdward JonesTD Ameritrade, Inc.08-05-2019
Michael Thomas KulaskiEdward JonesState Farm VP Management Corp.08-02-2019
Thomas John NelsonEdward JonesMoney Concepts Capital Corp$1008-02-2019
Jason Alexander BausherEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$108-02-2019
Joshua Michael SloanEdward JonesAmeriprise Financial Services, LLC08-02-2019
Andres LuceroEdward JonesFinancial Advocates Investment Management08-02-2019
Zachary Matthew SauerEdward JonesSecurian Financial Services, Inc.08-02-2019
Jacob H AveniusEdward JonesLPL Financial LLC08-02-2019
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Showing 1 to 25 of 35 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.