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
Sean Micheal SencyPruco Securities, LLC.Edward Jones12-02-2019
Thomas Richard WrightPruco Securities, LLC.Edward Jones11-29-2019
Sheri Ann HendricksPruco Securities, LLC.Edward Jones11-27-2019
Eric Stuart BernhardPruco Securities, LLC.Edward Jones11-15-2019
Jeremy J. PyszczynskiPruco Securities, LLC.Edward Jones11-14-2019
Marigny deMauriacPruco Securities, LLC.Edward Jones$10010-28-2019
Susan Ann DawsonPruco Securities, LLC.Edward Jones10-08-2019
Kristin Pennock JacksonPruco Securities, LLC.Edward Jones09-27-2019
Audrey Bourne GrimballPruco Securities, LLC.Edward Jones08-26-2019
Benjamin Andrew ClancyPruco Securities, LLC.Edward Jones08-22-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
Tanice Lashawn FortPruco Securities, LLC.Edward Jones07-30-2019
Dean DunbarPruco Securities, LLC.Edward Jones$10007-22-2019
Bryan Adam RentschlerPruco Securities, LLC.Edward Jones07-11-2019
Matthew Ian KoopermanPruco Securities, LLC.Edward Jones$15007-08-2019
Ryan C MorrisonPruco Securities, LLC.Edward Jones07-02-2019
Lucas Hector VanerioPruco Securities, LLC.Edward Jones06-14-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
Jennifer Lee BoulangerPruco Securities, LLC.Edward Jones04-23-2019
Antoine L. RandallPruco Securities, LLC.Edward Jones$15003-27-2019
Jonathan Geoffrey Secora PearlPruco Securities, LLC.Edward Jones$25003-13-2019
Robert J ForgravePruco Securities, LLC.Edward Jones02-28-2019
Michael Douglas ConwayPruco Securities, LLC.Edward Jones01-28-2019
Craig KlukaPruco Securities, LLC.Edward Jones01-16-2019
Jerry Winston Jarrett Jr.Pruco Securities, LLC.Edward Jones$10012-05-2018
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Showing 1 to 25 of 76 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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