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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Blake Gregory BarnesWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Peter Landrum HortonWells Fargo Clearing Services, LLCEdward Jones$4906-05-2017
Bradley Wayne SmithWells Fargo Clearing Services, LLCEdward Jones01-10-2017
John William Blassingame Jr.Wells Fargo Clearing Services, LLCEdward Jones$5010-07-2016
Carl WilliamsWells Fargo Clearing Services, LLCEdward Jones07-14-2016
Victor William Sobers-TexasWells Fargo Clearing Services, LLCEdward Jones12-02-2015
Mark Q. WalkerWells Fargo Clearing Services, LLCEdward Jones$2511-09-2015
Cody Robert HortonWells Fargo Clearing Services, LLCEdward Jones09-08-2015
Parrish Ketely BradenWells Fargo Clearing Services, LLCEdward Jones08-28-2015
Taylor M. LippsWells Fargo Clearing Services, LLCEdward Jones$1007-16-2015
Steven Wayne JumperWells Fargo Clearing Services, LLCEdward Jones$10004-02-2015
Nadynne Lynne MooreWells Fargo Clearing Services, LLCEdward Jones$1002-20-2015
Olindsey Hayes BrownWells Fargo Clearing Services, LLCEdward Jones08-01-2014
Robert William LandonWells Fargo Clearing Services, LLCEdward Jones$10006-27-2014
Thomas Edwin Simonton IVWells Fargo Clearing Services, LLCEdward Jones04-25-2014
Jeffrey NelsonWells Fargo Clearing Services, LLCEdward Jones05-11-2012

Showing 1 to 16 of 16 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.

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