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.

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
Joseph AzevedoLPL Financial LLCEdward Jones$2503-05-2020
Michael Power RainboltLPL Financial LLCEdward Jones$2502-26-2020
Michael David MasseyLPL Financial LLCEdward Jones$2502-10-2020
Deborah Sue HawksworthLPL Financial LLCEdward Jones01-31-2020
Kathi Melissa OteroLPL Financial LLCEdward Jones$15001-17-2020
Paul Lawrence SterzingerLPL Financial LLCEdward Jones$2501-06-2020
Catherine Mary McDougallLPL Financial LLCEdward Jones12-03-2019
Tyler James KuskeLPL Financial LLCEdward Jones11-15-2019
Angelo C. TheodorouLPL Financial LLCEdward Jones11-12-2019
Saurabh SharmaLPL Financial LLCEdward Jones11-06-2019
Timothy David BrinlingLPL Financial LLCEdward Jones$25011-04-2019
Heidi Christine EcklandLPL Financial LLCEdward Jones11-04-2019
Caleb Sutton MedleyLPL Financial LLCEdward Jones11-04-2019
Glenn R. RichardsonLPL Financial LLCEdward Jones$15010-28-2019
Austin B. CunninghamLPL Financial LLCEdward Jones10-21-2019
Manuel Orozco-MurraLPL Financial LLCEdward Jones10-21-2019
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Glenn CohenLPL Financial LLCEdward Jones$50010-04-2019
Alexander Wren ReubenLPL Financial LLCEdward Jones10-02-2019
Rickey Darell Bellew Jr.LPL Financial LLCEdward Jones$25009-30-2019
Matthew Price EstesLPL Financial LLCEdward Jones09-12-2019
Donald Morrell HartleyLPL Financial LLCEdward Jones$15009-09-2019
Phillip Wayne NadeauLPL Financial LLCEdward Jones$10009-05-2019
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
William HeathLPL Financial LLCEdward Jones$15008-15-2019
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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.