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
Andrew Jay GreeneRaymond James Financial Services, Inc.Edward Jones02-21-2019
Kelly Jean DanielsRaymond James Financial Services, Inc.Edward Jones$5002-08-2019
Blake Hayden HenryRaymond James Financial Services, Inc.Edward Jones$15010-19-2018
Laurel Jackson CallawayRaymond James Financial Services, Inc.Edward Jones10-19-2018
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Michael C WilsonPruco Securities, LLC.Edward Jones07-02-2018
Joseph Morgan DonaldsonRaymond James Financial Services, Inc.Edward Jones$15006-04-2018
Renee Lee BauchFirst Command Financial Planning, Inc.Edward Jones04-10-2018
Reed Lawrence HawkinsWells Fargo Clearing Services, LLCEdward Jones$15001-12-2018
Curtis Lee HowardHarbor Financial Services, LLCEdward Jones09-25-2017
Christopher Madison RoperAmeriprise Financial Services, Inc.Edward Jones$3802-02-2017
Nathan Thomas BabbWells Fargo Clearing Services, LLCEdward Jones10-26-2016
Elizabeth Giltz AndersonProEquities, Inc.Edward Jones07-07-2016
Jesse Andrew ScrogginsRaymond James Financial Services, Inc.Edward Jones$5005-06-2016
Thanh T. NguyenNYLIFE Securities LLCEdward Jones03-28-2016
Dudley John Dupuis Jr.Wells Fargo Clearing Services, LLCEdward Jones$10003-07-2016
Scott M. LasloCetera Investment Services LLCEdward Jones04-23-2014
Jada Marie EdwardsLPL Financial LLCEdward Jones05-09-2013
Zach James BoldenPNC InvestmentsEdward Jones$1007-09-2012
Melissa J. HendersonProEquities, Inc.Edward Jones10-10-2011
David Lynn NicholasKovack Securities Inc.Edward Jones$5006-07-2011
John R. Barrow IIIAmeriprise Financial Services, Inc.Edward Jones01-26-2010
Paul Bernard GrundhoeferWells Fargo Clearing Services, LLCEdward Jones06-05-2009
Andrew W. Lamar IIIRaymond James Financial Services, Inc.Edward Jones01-30-2009

Showing 1 to 25 of 25 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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