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
Paolo O. QuirogaLPL Financial LLCEdward Jones04-16-2019
Gaea Dawn VernerisLPL Financial LLCEdward Jones$2502-28-2019
Donna Raelene MossLPL Financial LLCEdward Jones$2501-18-2019
Patrick Joseph Phelan IIILPL Financial LLCEdward Jones12-07-2018
Anne Durbin ScottLPL Financial LLCEdward Jones$5002-05-2018
Gabriella LundqvistLPL Financial LLCEdward Jones$7108-21-2017
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
Ryan Christopher HigginsLPL Financial LLCEdward Jones$5011-04-2016
Curtis GreenLPL Financial LLCEdward Jones$16010-31-2016
Jennifer GoLPL Financial LLCEdward Jones$5010-13-2016
Matthew Edward SwansonLPL Financial LLCEdward Jones$2509-26-2016
Allyson TrantumLPL Financial LLCEdward Jones$6002-12-2016
Delon Thomas MansourLPL Financial LLCEdward Jones05-13-2015
Jarold Grobner StokesLPL Financial LLCEdward Jones08-15-2014
Donald D BensonLPL Financial LLCEdward Jones$2501-31-2014
Roger Oakley WaiteLPL Financial LLCEdward Jones12-06-2013
Kelly Alexandria MarkowitzLPL Financial LLCEdward Jones$2507-09-2013
Joel Leslie RohnLPL Financial LLCEdward Jones$1006-20-2013
Daren Scott FriedleLPL Financial LLCEdward Jones$2505-20-2013
William Henry BryanLPL Financial LLCEdward Jones$5005-15-2013
Jeffrey Gus CarlosLPL Financial LLCEdward Jones$2505-03-2013
Nicholas William BlasbergLPL Financial LLCEdward Jones04-26-2013
Joseph Anthony BrittinghamLPL Financial LLCEdward Jones01-07-2013
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Showing 1 to 25 of 60 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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