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
Tyler Campbell ClarkMorgan StanleyEdward Jones10-08-2018
Jennifer L. HarrisMorgan StanleyEdward Jones10-05-2018
Corey Andrew HollandWells Fargo Clearing Services, LLCEdward Jones03-29-2018
Britani Lyn PotterMWA Financial Services Inc.Edward Jones03-08-2018
Christian Grant RoweAmeriprise Financial Services, Inc.Edward Jones12-20-2017
Raphael Lashar MackWells Fargo Clearing Services, LLCEdward Jones12-08-2017
Jared Scott FarnsworthSkymark Advisors LLCEdward Jones11-29-2017
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Timothy Robert DivitoRaymond James Financial Services, Inc.Edward Jones$2510-16-2017
Gregory Alan SheehanLPL Financial LLCEdward Jones10-11-2017
John Norbert FlickingerAmeriprise Financial Services, Inc.Edward Jones09-29-2017
Jeffrey John MckeeWells Fargo Clearing Services, LLCEdward Jones08-16-2017
Sean Thomas NeelJ.P. Morgan Securities LLCEdward Jones05-26-2017
Nicholas Daniel GoinsWells Fargo Clearing Services, LLCEdward Jones05-01-2017
David Edward AyalaMML Investors Services, LLCEdward Jones$104-25-2017
Michele Marie Ayala SantosMutual of America Securities LLCEdward Jones02-03-2017
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Deborah Elizabeth HardyCrown Capital Securities, L.P.Edward Jones01-23-2017
Edward Charles BarthelmeMML Investors Services, LLCEdward Jones01-12-2017
Rene Llamas Jr.Voya Financial Advisors, Inc.Edward Jones12-23-2016
Joshua James MathewsWells Fargo Clearing Services, LLCEdward Jones12-07-2016
Caitlyn Renee SalloumRaymond James Financial Services, Inc.Edward Jones$1011-09-2016
Ryan S. PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-12-2016
Christopher Micahel HowardVoya Financial Advisors, Inc.Edward Jones09-28-2016
Shawn Marie DesmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
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Showing 1 to 25 of 201 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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