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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Garrett P MorganJ.P. Morgan Securities LLCEdward Jones08-19-2019
Bradley J BlackshireFidelity Brokerage Services LLCEdward Jones08-16-2019
Sarah Noella SantanaRaymond James Financial Services, Inc.Edward Jones08-02-2019
Gregory HarderNBC Securities, Inc.Edward Jones07-30-2019
Christian John-Edward BowerVALIC Financial Advisors, Inc.Edward Jones07-29-2019
Dean DunbarPruco Securities, LLC.Edward Jones07-22-2019
Bryan Adam RentschlerPruco Securities, LLC.Edward Jones07-11-2019
Troy Orland PastMoney Concepts Capital CorpEdward Jones07-10-2019
Rigoberto Antonio RuizNYLIFE Securities LLCEdward Jones07-09-2019
Manucci-Michael KamaliMorgan StanleyEdward Jones07-08-2019
Gail Marie UrbanIndependent Financial Group, LLCEdward Jones06-28-2019
Dillon Paul LeechCUSO Financial Services, L.P.Edward Jones06-26-2019
Vatche Giovanni MaestasVALIC Financial Advisors, Inc.Edward Jones06-24-2019
Larry GaoCitigroup Global Markets Inc.Edward Jones06-19-2019
John P. LamesajanE*TRADE Securities LLCEdward Jones05-31-2019
Bradley S. Strong IIFidelity Brokerage Services LLCEdward Jones05-28-2019
Dalton Jeffrey ShoemakerCharles Schwab & Co., Inc.Edward Jones05-24-2019

Showing 1 to 17 of 17 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.