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
Michael Tracy PickettLPL Financial LLCEdward Jones07-19-2017
Colin Brant Allen MauldingLPL Financial LLCEdward Jones02-17-2017
David Moberg NashLPL Financial LLCEdward Jones04-11-2016
Matthew Edward MaiLPL Financial LLCEdward Jones01-15-2016
Jeffrey Jackson Dunn-BernsteinLPL Financial LLCEdward Jones08-25-2015
Paul Stevens CarlsonLPL Financial LLCEdward Jones$5006-19-2015
Aaron Joseph GoodmanLPL Financial LLCEdward Jones12-18-2013
Bruce Vernon JonesLPL Financial LLCEdward Jones$5012-11-2013
Anna Danielle RobbinsLPL Financial LLCEdward Jones$1005-13-2013
Robert Lyndon BlackwellLPL Financial LLCEdward Jones$2512-07-2012
Gregory Scott LesterLPL Financial LLCEdward Jones10-22-2012
Andrew Irwin WrightLPL Financial LLCEdward Jones10-08-2012
Stephen Kent NolanLPL Financial LLCEdward Jones09-13-2012
Nathan Severlee SalhusLPL Financial LLCEdward Jones$1005-24-2012
Gary Anthony RichterLPL Financial LLCEdward Jones$1002-08-2012
Brian Kirby StallcopLPL Financial LLCEdward Jones$5004-21-2011
Kelly G. HigginsLPL Financial LLCEdward Jones$2506-25-2010
Ladd Cameron McKittrickLPL Financial LLCEdward Jones$5001-23-2009

Showing 1 to 18 of 18 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.