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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Darrin Evan WallUBS Financial Services Inc.Edward Jones03-06-2020
Phillip Kurt ElliottUBS Financial Services Inc.Edward Jones$2512-05-2019
Erika Renee LaraUBS Financial Services Inc.Edward Jones11-28-2019
Patrick Glenn BoydUBS Financial Services Inc.Edward Jones11-01-2019
Regina M. KellyUBS Financial Services Inc.Edward Jones02-15-2018
Katherine Lynne RatheUBS Financial Services Inc.Edward Jones10-27-2016
Brock William Van SelowUBS Financial Services Inc.Edward Jones07-21-2016
Jeffrey Christopher WhiteUBS Financial Services Inc.Edward Jones$1011-13-2014
John David NelsonUBS Financial Services Inc.Edward Jones08-28-2014
Steven Paul CooperUBS Financial Services Inc.Edward Jones$10003-17-2014
Bradley R. BoroughUBS Financial Services Inc.Edward Jones$2512-05-2013
Mark Blue MageeUBS Financial Services Inc.Edward Jones10-21-2013
Matthew Allen BurnettUBS Financial Services Inc.Edward Jones03-13-2013
David Jerome WrightUBS Financial Services Inc.Edward Jones02-27-2013
Jonathan Bellinger Williams Sr.UBS Financial Services Inc.Edward Jones$1011-28-2012
Travis Ryan GodleyUBS Financial Services Inc.Edward Jones$5004-27-2012
Dwight Stewart GimenezUBS Financial Services Inc.Edward Jones04-13-2012
Lacy Elise Foreman LabbeUBS Financial Services Inc.Edward Jones$2503-30-2012
Kenneth Paul RabalaisUBS Financial Services Inc.Edward Jones$10001-19-2012
Kevin Allen CookUBS Financial Services Inc.Edward Jones$1011-17-2011
Julie Crow AndersonUBS Financial Services Inc.Edward Jones10-31-2011
John E. BurnsUBS Financial Services Inc.Edward Jones09-08-2011
Troy MalbonUBS Financial Services Inc.Edward Jones$1006-28-2011
Boyd Parks BarnhardtUBS Financial Services Inc.Edward Jones06-17-2011
Andrew Robert HutchesonUBS Financial Services Inc.Edward Jones04-29-2011
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Showing 1 to 25 of 34 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.