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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Phillip Jon ColemanUSAA Financial Advisors, Inc.Edward Jones$1002-21-2011
Jamin Dishon ArmsteadUSAA Financial Advisors, Inc.Edward Jones02-27-2012
Richard C. HarrisonUSAA Financial Advisors, Inc.Edward Jones$1011-26-2012
Daniel G. MitchellUSAA Financial Advisors, Inc.Edward Jones$5003-21-2013
Melissa Dawne PyleUSAA Financial Advisors, Inc.Edward Jones09-05-2013
Michael William Perrine Jr.USAA Financial Advisors, Inc.Edward Jones10-08-2013
Clint Lee IvesUSAA Financial Advisors, Inc.Edward Jones01-10-2014
Matthew Ryan MorrellUSAA Financial Advisors, Inc.Edward Jones04-30-2014
Mateusz JasienieckiUSAA Financial Advisors, Inc.Edward Jones06-03-2014
David Frederick VickerUSAA Financial Advisors, Inc.Edward Jones07-23-2014
Giovanni Tomas LangoniUSAA Financial Advisors, Inc.Edward Jones08-21-2014
Ryan A. CurwickUSAA Financial Advisors, Inc.Edward Jones08-29-2014
Kevin Michael AustinUSAA Financial Advisors, Inc.Edward Jones09-03-2014
Ty Colin MitchellUSAA Financial Advisors, Inc.Edward Jones10-23-2014
Robert Austin LordUSAA Financial Advisors, Inc.Edward Jones11-11-2014
Robert Alan PlowmanUSAA Financial Advisors, Inc.Edward Jones$5011-14-2014
Scott Thacher RossUSAA Financial Advisors, Inc.Edward Jones11-24-2014
David Paul SmithUSAA Financial Advisors, Inc.Edward Jones01-03-2015
Ernestina MartinezUSAA Financial Advisors, Inc.Edward Jones01-29-2015
James CoxUSAA Financial Advisors, Inc.Edward Jones03-04-2015
Timothy S BradyUSAA Financial Advisors, Inc.Edward Jones03-04-2015
Max Joseph ElvromUSAA Financial Advisors, Inc.Edward Jones03-12-2015
Mark Edward TowersUSAA Financial Advisors, Inc.Edward Jones03-13-2015
James Anthony ThurmanUSAA Financial Advisors, Inc.Edward Jones03-16-2015
Scott Jonathan WilliamsUSAA Financial Advisors, Inc.Edward Jones11-17-2015
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Showing 1 to 25 of 43 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.