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
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Nicholas Gerald BirkeStifel, Nicolaus & Company, IncorporatedEdward Jones05-12-2017
James Jason MillerStifel, Nicolaus & Company, IncorporatedEdward Jones09-16-2016
William Andrew MagyarStifel, Nicolaus & Company, IncorporatedEdward Jones01-25-2016
Jeffrey Paul Vickers Sr.Stifel, Nicolaus & Company, IncorporatedEdward Jones10-01-2015
Brenda Gay LutzStifel, Nicolaus & Company, IncorporatedEdward Jones08-07-2015
Joshua BairdStifel, Nicolaus & Company, IncorporatedEdward Jones04-08-2015
Thomas Andrew RuderStifel, Nicolaus & Company, IncorporatedEdward Jones$5001-21-2015
Kenneth Carl PembertonStifel, Nicolaus & Company, IncorporatedEdward Jones$2510-27-2014
Brittany Ann ParkerStifel, Nicolaus & Company, IncorporatedEdward Jones06-02-2014
Joseph Robert GreenStifel, Nicolaus & Company, IncorporatedEdward Jones$5005-21-2012
Thomas Bradford BennettStifel, Nicolaus & Company, IncorporatedEdward Jones03-12-2012
Donald Eugene ShiarlaStifel, Nicolaus & Company, IncorporatedEdward Jones$10001-30-2012
Ryan Gregory CurtisStifel, Nicolaus & Company, IncorporatedEdward Jones$1001-11-2012
Christopher Jon FontasStifel, Nicolaus & Company, IncorporatedElevation, LLC01-10-2012
Chad HeberlyStifel, Nicolaus & Company, IncorporatedFarmers Financial Solutions, LLC10-28-2013
Paul Matthew SchwerdtStifel, Nicolaus & Company, IncorporatedFidelity Brokerage Services LLC08-16-2016
Misty Heather CastleStifel, Nicolaus & Company, IncorporatedFidelity Brokerage Services LLC$1009-10-2015
Christopher John NicolosiStifel, Nicolaus & Company, IncorporatedFidelity Brokerage Services LLC08-28-2012
Courtney Jenell CraigStifel, Nicolaus & Company, IncorporatedFidelity Personal and Workplace Advisors04-02-2019
Joseph Peter BartolomeoStifel, Nicolaus & Company, IncorporatedFirst Allied Securities, Inc.10-22-2018
Noah Corrigan BurnsStifel, Nicolaus & Company, IncorporatedFirst Trust Portfolios L.P.07-29-2013
Tyler J LekasStifel, Nicolaus & Company, IncorporatedForesters Financial Services, Inc.10-13-2014
Donald Arthur Bernard IIIStifel, Nicolaus & Company, IncorporatedFranklin/Templeton Distributors, Inc.04-01-2019
Sean Edward Andrew WestbrookStifel, Nicolaus & Company, IncorporatedFSC Securities Corporation$5006-28-2019
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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.