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
Kyle WeldonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Gaurav BatraEdward JonesNext Financial Group, Inc.12-20-2019
Pooneh Pordell WarinnerEdward JonesCharles Schwab & Co., Inc.11-25-2019
Mark-Christopher B. WeissEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Joseph Anthony Meyer IVEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2019
John AgostinoEdward JonesWells Fargo Clearing Services, LLC08-06-2019
Michael Thomas KulaskiEdward JonesState Farm VP Management Corp.08-02-2019
Brent Allen AndersonEdward JonesFortune Financial Services, Inc.07-25-2019
Nancy Veronica AguileraEdward JonesBBVA Securities Inc.01-29-2019
Kamil FalkowskiEdward JonesEdward Jones01-04-2019
Jacob E EcholsEdward JonesCharles Schwab & Co., Inc.12-17-2018
Stephanie Eileen MillerEdward JonesCharles Schwab & Co., Inc.09-28-2018
Jelani Akil BonnerEdward JonesEdward Jones08-30-2018
Eric Lynn FitzgeraldEdward JonesHorace Mann Investors, Inc.08-24-2018
Clinton Collier FrehaferEdward JonesVanguard Marketing Corporation07-31-2018
Bret Tanner HoffmanEdward JonesTD Ameritrade, Inc.04-06-2018
Warren Randall TylerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$2212-21-2017
John David NelsonEdward JonesUBS Securities LLC11-17-2017
Bethany K. ZebellEdward JonesNorthwestern Mutual Investment Services, LLC10-12-2017
Carl Francis MaesEdward JonesAXA Advisors, LLC10-06-2017
Curt Wayne RencherEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2017
Everardo Jose HuertaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Pedro Guadalupe Delgado Jr.Edward JonesEdward Jones08-16-2017
Dakoda Lamont PetersonEdward JonesBCJ Capital Management06-05-2017
Karen M. AllenEdward JonesMorgan Stanley05-19-2017
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Showing 1 to 25 of 86 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.