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
Caleb Sutton MedleyLPL Financial LLCEdward Jones11-04-2019
Teresa Margaret WhiteLPL Financial LLCEdward Jones$10008-12-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Sean A ScotneyLPL Financial LLCEdward Jones$10006-07-2019
Shean Elton FletcherLPL Financial LLCEdward Jones$10010-05-2018
Chad Jacob WarrenLPL Financial LLCEdward Jones$15009-17-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Jason Allan KrekeLPL Financial LLCEdward Jones$10002-27-2018
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$26011-13-2017
Kevin Warren YingstLPL Financial LLCEdward Jones$50003-20-2017
Louis Earl Wray Jr.LPL Financial LLCEdward Jones03-06-2017
Patrick Neal MccrackenLPL Financial LLCEdward Jones11-08-2016
David Charles La RueLPL Financial LLCEdward Jones$50011-07-2016
Curtis Randall GreenLPL Financial LLCEdward Jones10-31-2016
Taysha Colvin PattersonLPL Financial LLCEdward Jones10-11-2016
Benjamin Gregory TobenLPL Financial LLCEdward Jones$10008-31-2016
Stephen P MayerLPL Financial LLCEdward Jones06-20-2016
Eric Xavier AnderhubLPL Financial LLCEdward Jones$10005-26-2016
Kelly Leigh OlczakLPL Financial LLCEdward Jones$50005-23-2016
Nathan P. MorseLPL Financial LLCEdward Jones$10011-30-2015
Brian Lee BoehleLPL Financial LLCEdward Jones$25008-17-2015
Vondal Radean DavidsonLPL Financial LLCEdward Jones$50007-08-2015
Jeffery Sante JachuraLPL Financial LLCEdward Jones03-31-2015
Christopher Scott AndersonLPL Financial LLCEdward Jones$10010-27-2014
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Showing 1 to 25 of 53 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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