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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cathey Hix BrownLPL Financial LLCEdward Jones01-06-2009
Milletetsega Madhaniy BirhanemaskelWaddell & ReedEdward Jones02-18-2009
Eric M. JacobsChase Investment Services Corp.Edward Jones05-18-2009
Michael D. RosenthalChase Investment Services Corp.Edward Jones06-15-2009
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Christopher Paul PrienPruco Securities, LLC.Edward Jones06-15-2009
Jordan Michael CurryMorgan StanleyEdward Jones07-20-2009
Lawrence Alex NazarenusTD Ameritrade Investment Management, LLCEdward Jones10-15-2009
Margaret Doyle WattChase Investment Services Corp.Edward Jones05-01-2010
Virginia Clair BarrowChase Investment Services Corp.Edward Jones06-01-2010
Matthew David KothChase Investment Services Corp.Edward Jones06-01-2010
Robert Lyle HullLPL Financial LLCEdward Jones$1007-30-2010
David Wayne WeinbenderUBS Financial Services Inc.Edward Jones$1008-27-2010
Steven Grant HigginsRaymond James Financial Services, Inc.Edward Jones08-31-2010
Allison Louise SchmidtRaymond James Financial Services, Inc.Edward Jones08-31-2010
Walter Rey CinoccoLPL Financial LLCEdward Jones$1009-07-2010
Teresa Rae SandersLPL Financial LLCEdward Jones$1009-24-2010
Jacob William LacyChase Investment Services Corp.Edward Jones09-27-2010
Mark William NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2510-01-2010
Ruth A CameronMML Investors Services, LLCEdward Jones10-13-2010
Michael Stephan MareKey Investment Services LLCEdward Jones10-25-2010
David James IsaacsKey Investment Services LLCEdward Jones$5011-29-2010
Theodore James SwensonLPL Financial LLCEdward Jones$5012-10-2010
John M. EdenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2501-07-2011
Craig Elbert LoewensteinWaddell & ReedEdward Jones01-21-2011
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Showing 1 to 25 of 180 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.