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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Douglas DerrickRaymond James Financial Services, Inc.Edward Jones$2509-04-2020
Lori Ann DerrickRaymond James Financial Services, Inc.Edward Jones$2509-04-2020
Derrick Randolph JacksonKestra Investment Services, LLCEdward Jones$5009-03-2020
Bryan Robert NoonanJuncture Wealth Strategies, LLCEdward Jones09-02-2020
Trenton Paul ThelenDynamic Wealth AdvisorsEdward Jones06-01-2020
Alec Anton TrentlerCharles Schwab & Co., Inc.Edward Jones04-29-2020
Christian Joel DiegelCetera Advisors LLCEdward Jones04-13-2020
Robert Eugene EspyWaddell & ReedEdward Jones$5004-08-2020
Donald James AmicoLPL Financial LLCEdward Jones02-27-2020
Joel Michael ZerbeCima Capital Wealth ManagementEdward Jones02-12-2020
Holly Crystal BrauerCetera Advisors LLCEdward Jones02-12-2020
Talon Ford CampbellW&S Brokerage Services, Inc.Edward Jones12-02-2019
Jovan PizarroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Stephanie Megan StackhouseRaymond James Financial Services, Inc.Edward Jones$1410-25-2019
Joshua Joseph StackhouseRaymond James Financial Services, Inc.Edward Jones10-25-2019
Mitchell Scott ThunellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-03-2019
John L Wilson SrAmeriprise Financial Services, LLCEdward Jones06-07-2019
Joseph Douglas BauerPrincipal Securities, Inc.Edward Jones04-30-2019
Jordan Michael McCaffreyMML Investors Services, LLCEdward Jones$15002-20-2019
Martin John Ercoline IIIFirst Financial Equity CorporationEdward Jones02-15-2019
Kelsey FarrellEquitable Advisors, LLCEdward Jones11-02-2018
Brandon James BettisPrincipal Securities, Inc.Edward Jones10-30-2018
Aspen KnickrehmVanguard Marketing CorporationEdward Jones03-07-2018
Brian WiscombeLincoln InvestmentEdward Jones01-08-2018
Scott John CampbellVanguard Marketing CorporationEdward Jones01-03-2018
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Showing 1 to 25 of 104 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.