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
Mandwel D. PattersonLPL Financial LLCEdward Jones$15003-15-2019
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
Joel Keller Chaney Jr.LPL Financial LLCEdward Jones$2503-12-2015
Robert Nathan WillisonLPL Financial LLCEdward Jones$2512-09-2013
Matthew James WiseLPL Financial LLCEdward Jones$1003-20-2013
Ryan Matthew ReffnerLPL Financial LLCEdward Jones02-19-2013
Jay Leslie WalkerLPL Financial LLCEdward Jones$1008-29-2012
Glenn SchnellLPL Financial LLCEdward Jones$1007-10-2012
Richard Michael GerbrachtLPL Financial LLCEdward Jones$1006-21-2012
Dennis O. LinnLPL Financial LLCEdward Jones$1005-14-2012
Teresa M. ReedLPL Financial LLCEdward Jones04-26-2012
Timothy James StollerLPL Financial LLCEdward Jones$5003-12-2012
Robin Lynette Larue-BeasleyLPL Financial LLCEdward Jones03-09-2012
Jan Allan NowakLPL Financial LLCEdward Jones12-16-2011
Bruce E. LeimbachLPL Financial LLCEdward Jones07-05-2011
Gary Ray JohnsLPL Financial LLCEdward Jones$2506-07-2011
Patrick Donald PepperLPL Financial LLCEdward Jones12-03-2010
Robert Eric MathewsLPL Financial LLCEdward Jones$2508-31-2010
Jeffrey Alan DieringerLPL Financial LLCEdward Jones05-07-2010
Mark Joeseph FarnhamLPL Financial LLCEdward Jones09-04-2009
Kelly Daniel BurkeLPL Financial LLCEdward Jones09-04-2009

Showing 1 to 21 of 21 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.