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
Dustin M. KoehlerEdward JonesChase Investment Services Corp.03-16-2009
Mary Elizabeth Cavanaugh-MarshEdward JonesWells Fargo Clearing Services, LLC$2504-17-2009
Gregory Jay BudgeEdward JonesWoodbury Financial Services, Inc.07-20-2009
John Dray SterlingEdward JonesSecurities America, Inc.$15008-28-2009
Brent Benjamin BunneEdward JonesMetLife Securities Inc.04-12-2010
David Brian KnoxEdward JonesMoney Concepts Capital Corp06-10-2011
Shawna Lynn BakerEdward JonesRegal Securities, Inc.07-11-2011
Joseph Robert BatesEdward JonesCountry Capital Management Company07-11-2011
John Randall GriffisEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-25-2011
D'Andra Deatherage FleschEdward JonesSunTrust Investment Services, Inc.02-27-2012
Leon Roy BinderEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-08-2012
Bryan R NoonanEdward JonesWells Fargo Clearing Services, LLC09-20-2013
Tyson Melbourn RichinsEdward JonesAllstate Financial Services, LLC04-25-2014
Yvette A. FernandezEdward JonesJ.P. Morgan Securities LLC09-19-2014
Geoffrey Thomas OlohanEdward JonesMorgan Stanley09-23-2014
Jamie Christine FortEdward JonesPruco Securities, LLC.01-06-2015
Zachary John Thomas DeesEdward JonesPFS Investments Inc.06-15-2015
James Patrick SwantonEdward JonesPFS Investments Inc.07-23-2015
Thomas Joseph DoodyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-03-2015
Yen Alana SchickeEdward JonesHilltop Securities Inc.11-12-2015
Michelle Ann BetancourtEdward JonesCapital One Investing, LLC01-05-2016
Bret StrongEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2016
Jon Christopher AlbrightEdward JonesMFS Fund Distributors, Inc.$10005-20-2016
Stuart Joseph ScibettaEdward JonesWells Fargo Clearing Services, LLC09-29-2016
Aaron W. QuinnEdward JonesCetera Investment Services LLC10-28-2016
Next Page »

Showing 1 to 25 of 37 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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