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.

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
Frank Alexander AvilaNYLIFE Securities LLCEdward Jones02-11-2020
Gregory A Carson Jr.NYLIFE Securities LLCEdward Jones12-26-2019
Rigoberto Antonio RuizNYLIFE Securities LLCEdward Jones07-09-2019
Kevin BellNYLIFE Securities LLCEdward Jones05-23-2019
Cody C RiestererNYLIFE Securities LLCEdward Jones05-22-2019
Timothy Roger NegenNYLIFE Securities LLCEdward Jones04-22-2019
Keaten Allen LandisNYLIFE Securities LLCEdward Jones10-25-2018
Enrique Daniel CrawfordNYLIFE Securities LLCEdward Jones10-09-2018
Jordan D. JohnstonNYLIFE Securities LLCEdward Jones11-03-2017
Thacarra Efea FerrerNYLIFE Securities LLCEdward Jones08-25-2017
Blake Anthony CandrevaNYLIFE Securities LLCEdward Jones05-23-2017
Matthew Joseph BlakeNYLIFE Securities LLCEdward Jones05-02-2017
Mariusz KuryloNYLIFE Securities LLCEdward Jones11-29-2016
Gerald G. Arnholt IIINYLIFE Securities LLCEdward Jones11-16-2016
Spencer Lloyd FunkNYLIFE Securities LLCEdward Jones06-22-2016
Thanh T. NguyenNYLIFE Securities LLCEdward Jones03-28-2016
Micheal D. PaulNYLIFE Securities LLCEdward Jones03-18-2016
Christopher Charles FlatenNYLIFE Securities LLCEdward Jones03-04-2016
Robert P. Hanner Jr.NYLIFE Securities LLCEdward Jones$1011-24-2014
Leo E. RennerNYLIFE Securities LLCEdward Jones11-10-2014
Keith Allen DoxtatorNYLIFE Securities LLCEdward Jones02-26-2014
Travis J. BartlettNYLIFE Securities LLCEdward Jones08-13-2013
Leah Irene PerriNYLIFE Securities LLCEdward Jones07-10-2013
Kyle Robert CooperNYLIFE Securities LLCEdward Jones03-12-2013
David Paul Rudi LenserNYLIFE Securities LLCEdward Jones$1009-11-2012
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Showing 1 to 25 of 45 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.