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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tristan Edward DottsWaddell & ReedEdward Jones08-05-2009
Nicholas Ryan DeneaultWaddell & ReedEdward Jones08-17-2010
Edward O FelanWaddell & ReedEdward Jones12-01-2010
Andrew Michael AgreeWaddell & ReedEdward Jones$1002-27-2011
Susan Jean FrybargerWaddell & ReedEdward Jones04-20-2011
Virginia Anne Bayne MerkourisWaddell & ReedEdward Jones07-27-2011
Ailen YounanpourWaddell & ReedEdward Jones08-29-2011
Ryan Bradley WeidnerWaddell & ReedEdward Jones$2510-11-2011
Tyler John WilliamsWaddell & ReedEdward Jones11-15-2011
Daniel John LowisWaddell & ReedEdward Jones02-17-2012
Jason Edward SkifstadWaddell & ReedEdward Jones08-02-2012
Derik Clay HeimerdingerWaddell & ReedEdward Jones08-24-2012
Kent Michael BettaleWaddell & ReedEdward Jones10-04-2012
Daniel John PortmanWaddell & ReedEdward Jones$1004-26-2013
Jeffrey Joseph PortmanWaddell & ReedEdward Jones$1004-26-2013
Terence Elmer Tysinger Jr.Waddell & ReedEdward Jones$1007-22-2013
Michael W. ThornhillWaddell & ReedEdward Jones11-01-2013
Randy Jay JohnstonWaddell & ReedEdward Jones$5001-10-2014
Cassandra Ann SpitzerWaddell & ReedEdward Jones04-04-2014
Larry Ellis ColtinWaddell & ReedEdward Jones$2504-22-2014
Maynard AzoseWaddell & ReedEdward Jones06-12-2014
Brian ArmogidaWaddell & ReedEdward Jones$7808-22-2014
Anna Marie LicataWaddell & ReedEdward Jones08-31-2015
Maureen ZeuginWaddell & ReedEdward Jones11-10-2015
Jason R. HuppWaddell & ReedEdward Jones12-11-2015
Next Page »

Showing 1 to 25 of 33 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.


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