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.

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
Erin A. DanielsCitigroup Global Markets Inc.Edward Jones01-01-2009
Anna Maria JohnsonLPL Financial LLCEdward Jones01-28-2009
James S BegheinChase Investment Services Corp.Edward Jones02-01-2009
Bridgette Danby GavaganVALIC Financial Advisors, Inc.Edward Jones02-09-2009
Diane Marilyn MayerWells Fargo Clearing Services, LLCEdward Jones02-13-2009
Terry Don GaleLPL Financial LLCEdward Jones02-25-2009
Charles Young ChoeScottrade, Inc.Edward Jones02-26-2009
Joshua J. JonesWells Fargo Investments, LLCEdward Jones04-30-2009
William Chad MittonRaymond James Financial Services, Inc.Edward Jones05-22-2009
Gary Lynn LunaRaymond James Financial Services, Inc.Edward Jones05-22-2009
Daniel Henri BroussardCharles Schwab & Co., Inc.Edward Jones05-26-2009
Christopher R. MarinerRaymond James Financial Services, Inc.Edward Jones07-10-2009
Todd G. KalinaLPL Financial LLCEdward Jones08-17-2009
John SeaquistCharles Schwab & Co., Inc.Edward Jones11-30-2009
Thomas Charles EhmannLincoln Financial Advisors CorporationEdward Jones12-03-2009
Paul C BarnettChase Investment Services Corp.Edward Jones$5002-01-2010
Jordan D. JobeRaymond James & Associates, Inc.Edward Jones03-01-2010
Crystal Lorrain BarcelloMorgan StanleyEdward Jones03-01-2010
Ernesto A. Chavez Jr.United Planners' Financial Services of America A Limited PartnerEdward Jones03-22-2010
David Scott JonaganChase Investment Services Corp.Edward Jones05-03-2010
Jeffrey DanielsMutual Securities, Inc.Edward Jones06-11-2010
Marly Ann MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2010
Yvonne LicanoVALIC Financial Advisors, Inc.Edward Jones07-09-2010
Judy M. BallardVanguard Marketing CorporationEdward Jones07-19-2010
Garett Christopher GrenskyPruco Securities, LLC.Edward Jones07-29-2010
Next Page »

Showing 1 to 25 of 280 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12

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.