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
Gabriella LundqvistLPL Financial LLCEdward Jones$7108-21-2017
Bruce PorterSecurities America, Inc.Edward Jones$11203-01-2017
David La RueLPL Financial LLCEdward Jones$5011-07-2016
Samantha Minh DinhLPL Financial LLCEdward Jones$5511-04-2016
Ryan HigginsLPL Financial LLCEdward Jones$5211-04-2016
Curtis GreenLPL Financial LLCEdward Jones$16010-31-2016
Jennifer GoLPL Financial LLCEdward Jones$5010-13-2016
Allyson TrantumLPL Financial LLCEdward Jones$6002-12-2016
Mark K VienGirard Securities, Inc.Edward Jones$7301-30-2015
John LindseySecurities America, Inc.Edward Jones$10004-10-2012
Patrick GibbonsSCF Securities, Inc.Edward Jones$3011-16-2010
Philip LeoneEquitable Advisors, LLCEdward Jones$604-13-2020
Michele IngRaymond JamesEdward Jones$12011-05-2018
Gabriella Lundqvist Daniel PoppersGolden State Wealth ManagementEdward Jones$6008-14-2017
Danielle BluntRaymond JamesEdward Jones$11411-07-2014
Evonne CarterE*TRADE Securities LLCEdward Jones09-17-2020
Parker AustinLPL Financial LLCEdward Jones09-08-2020
Janelle Louise SamplesLPL Financial LLCEdward Jones08-31-2020
Robert Anthony LockhartRaymond James Financial Services, Inc.Edward Jones08-28-2020
Nick WilsonFidelity Brokerage Services LLCEdward Jones08-27-2020
Paul Stephen MasonerWells Fargo Advisors Financial Network, LLCEdward Jones$5008-07-2020
Juan Esteban ArroyaveFidelity Brokerage Services LLCEdward Jones08-05-2020
Ross Alan MontenMorgan StanleyEdward Jones07-17-2020
Yixue MeiE*TRADE Securities LLCEdward Jones07-07-2020
Marvin Osbaldo RosalesFidelity Brokerage Services LLCEdward Jones07-06-2020
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Showing 1 to 25 of 297 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.