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
Donald Morrell HartleyLPL Financial LLCEdward Jones$15009-09-2019
Michael Glenn CatlettLPL Financial LLCEdward Jones06-13-2019
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Rhonda C. LesterLPL Financial LLCEdward Jones$15002-21-2019
Kenneth Brian IsbellLPL Financial LLCEdward Jones11-16-2018
Paul Michael BailyLPL Financial LLCEdward Jones03-30-2017
Edward Wayne Peagler Jr.LPL Financial LLCEdward Jones03-29-2017
Christopher Anthony WhiteLPL Financial LLCEdward Jones05-27-2016
Gary C. ReddingLPL Financial LLCEdward Jones11-16-2015
Jeffrey Scott CollinsLPL Financial LLCEdward Jones$1012-16-2014
William Ryan TrippLPL Financial LLCEdward Jones$2508-21-2014
John Paul Sineath Jr.LPL Financial LLCEdward Jones09-26-2012
David L. CarterLPL Financial LLCEdward Jones$1009-18-2012
Garrett James DavidsonLPL Financial LLCEdward Jones$1007-11-2012
Keith A. GregoryLPL Financial LLCEdward Jones$1011-21-2011
Eric Joseph PorzeltLPL Financial LLCEdward Jones$1012-10-2010
Ellis M. O'Tuel IVLPL Financial LLCEdward Jones$1009-27-2010
Robert W. RettigLPL Financial LLCEdward Jones06-22-2010
Timothy P HudsonLPL Financial LLCEdward Jones$1012-07-2009
Jerry Albert KoebelLPL Financial LLCEdward Jones11-12-2009

Showing 1 to 20 of 20 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.