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
Eric Thomas HigdonLPL Financial LLCEdward Jones01-02-2019
Carroll Richard GosleeLPL Financial LLCEdward Jones$15004-27-2018
Angela Michelle DrakeLPL Financial LLCEdward Jones04-25-2016
Michael Ross LivelyLPL Financial LLCEdward Jones02-05-2013
Charles Allen GoldieLPL Financial LLCEdward Jones$10011-30-2012
Dana S. BranhamLPL Financial LLCEdward Jones$10004-13-2012
Jeffrey Tabb ThomasLPL Financial LLCEdward Jones$10002-29-2012
Steven Douglas CookseyLPL Financial LLCEdward Jones$10012-15-2011
Bradley Shawn StatonLPL Financial LLCEdward Jones$10011-28-2011
Kenneth Edward ClarkLPL Financial LLCEdward Jones$10009-30-2011
Philip Nolan SansomLPL Financial LLCEdward Jones$10009-15-2011
Kerry Mason Cowan Jr.LPL Financial LLCEdward Jones$25001-28-2011
Chad E. GoodmanLPL Financial LLCEdward Jones$10011-22-2010
James Joseph ScullyLPL Financial LLCEdward Jones$10007-20-2010
Grover Allen MollineauxLPL Financial LLCEdward Jones$25006-28-2010
Marc Allen MooreLPL Financial LLCEdward Jones$10004-28-2010
Thomas Michael TyeLPL Financial LLCEdward Jones$25012-15-2009
Steven Clay ElderLPL Financial LLCEdward Jones$25007-01-2009
Dustin Scott AdamsLPL Financial LLCEdward Jones05-12-2009

Showing 1 to 19 of 19 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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