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
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Evan Michael RattrayVALIC Financial Advisors, Inc.Edward Jones06-01-2017
Marshall Lee DavisVALIC Financial Advisors, Inc.Edward Jones02-22-2016
Elelumhe K. Garuba-HawthorneVALIC Financial Advisors, Inc.Edward Jones11-04-2013
Brent Edward CheathamVALIC Financial Advisors, Inc.Edward Jones$25004-04-2013
Hector SantosVALIC Financial Advisors, Inc.Edward Jones03-08-2013
Michael Frederick FlynnVALIC Financial Advisors, Inc.Edward Jones$10002-23-2012
Patrick Jerome MackVALIC Financial Advisors, Inc.Edward Jones06-23-2011
Kathleen Marie Williams-PriceVALIC Financial Advisors, Inc.Edward Jones06-01-2011
Markita L McgillVALIC Financial Advisors, Inc.Edward Jones05-24-2011
Fred Norris FunchessVALIC Financial Advisors, Inc.Edward Jones03-08-2011
Christopher Paul FasyVALIC Financial Advisors, Inc.Edward Jones05-06-2010
Sam Mason PhilpotVALIC Financial Advisors, Inc.Edward Jones04-26-2010
Tomas M. OrtizVALIC Financial Advisors, Inc.Edward Jones$10003-25-2010
Ryan Paul ByrdVALIC Financial Advisors, Inc.Edward Jones02-05-2009

Showing 1 to 15 of 15 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.