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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Laurie Lynn FittererU.S. Bancorp Investments, Inc.Edward Jones$1002-01-2011
Jacob Jennings SloanU.S. Bancorp Investments, Inc.Edward Jones02-16-2011
Leonard E ReynoldsU.S. Bancorp Investments, Inc.Edward Jones02-24-2011
Alexander Noel VarelaU.S. Bancorp Investments, Inc.Edward Jones$5003-22-2011
Jayson James CaplingU.S. Bancorp Investments, Inc.Edward Jones04-04-2011
William Henry Carr IIIU.S. Bancorp Investments, Inc.Edward Jones05-20-2011
Brannon A. CarterU.S. Bancorp Investments, Inc.Edward Jones05-31-2011
Bryan Wayne SmithU.S. Bancorp Investments, Inc.Edward Jones$1006-01-2011
Marty Ray PatersonU.S. Bancorp Investments, Inc.Edward Jones$1006-08-2011
Richelle Melanie CaswellU.S. Bancorp Investments, Inc.Edward Jones06-17-2011
Chad William DaveyU.S. Bancorp Investments, Inc.Edward Jones07-29-2011
John W StringerU.S. Bancorp Investments, Inc.Edward Jones$1009-02-2011
Scott Ryan GonzalesU.S. Bancorp Investments, Inc.Edward Jones$1009-06-2011
Michael John KempfertU.S. Bancorp Investments, Inc.Edward Jones09-16-2011
Diane Isabela FredericksU.S. Bancorp Investments, Inc.Edward Jones09-30-2011
Edward Alan WyattU.S. Bancorp Investments, Inc.Edward Jones$5011-04-2011
Lee Rosario CharityU.S. Bancorp Investments, Inc.Edward Jones11-18-2011
Isaac Eugene LuceroU.S. Bancorp Investments, Inc.Edward Jones$1011-30-2011
Adam Randal FlotoU.S. Bancorp Investments, Inc.Edward Jones$1012-20-2011
Kristi Ann CrismanU.S. Bancorp Investments, Inc.Edward Jones01-03-2012
Dru Berton HullU.S. Bancorp Investments, Inc.Edward Jones$1002-23-2012
Linda Jean LingoU.S. Bancorp Investments, Inc.Edward Jones02-27-2012
Scott Joseph WilsonU.S. Bancorp Investments, Inc.Edward Jones$5003-30-2012
Luke K. RihanekU.S. Bancorp Investments, Inc.Edward Jones04-25-2012
Timothy John CarrollU.S. Bancorp Investments, Inc.Edward Jones05-07-2012
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Showing 1 to 25 of 91 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.