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
Joshua Lavon WardLPL Financial LLCEdward Jones02-11-2020
Matthew Price EstesLPL Financial LLCEdward Jones09-12-2019
Thomas Edward Shurgar Jr.LPL Financial LLCEdward Jones02-09-2018
William O. HindsLPL Financial LLCEdward Jones10-10-2017
Simon Paul PockrusLPL Financial LLCEdward Jones08-31-2017
Christopher Joseph DavisLPL Financial LLCEdward Jones$2510-22-2015
Marshall R. RainsLPL Financial LLCEdward Jones$1008-28-2015
Heather Anne CrakeLPL Financial LLCEdward Jones$2501-02-2014
Donald W. DietzLPL Financial LLCEdward Jones$104-01-2013
Seth Jacob CollinsLPL Financial LLCEdward Jones12-21-2011
Paul Gregory MarxLPL Financial LLCEdward Jones12-19-2011
Terry L. MintonLPL Financial LLCEdward Jones06-02-2011
Dustin M. StringerLPL Financial LLCEdward Jones$5004-29-2011
John Lathern HillLPL Financial LLCEdward Jones$15011-11-2010
Philip Alden BlankenshipLPL Financial LLCEdward Jones08-03-2010
Devin Anthony CarrollLPL Financial LLCEdward Jones$2506-18-2010

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.