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
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Jordan Michael CurryMorgan StanleyEdward Jones$2907-20-2009
Robert Lyle HullLPL Financial LLCEdward Jones$2207-30-2010
David Wayne WeinbenderUBS Financial Services Inc.Edward Jones08-27-2010
Walter Rey CinoccoLPL Financial LLCEdward Jones$2509-07-2010
Teresa Rae SandersLPL Financial LLCEdward Jones$1,00009-24-2010
Cheryl Ann SquierWells Fargo Clearing Services, LLCEdward Jones03-04-2011
Taylor Thomas LearyForta Financial Group, Inc.Edward Jones$5004-01-2011
Christopher John TrinceriMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15007-15-2011
Brian Wayne BurganSilver Thread InvestmentsEdward Jones08-05-2011
Thomas Q TangRaymond James Financial Services, Inc.Edward Jones08-18-2011
Stephen Edward KwederisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-01-2011
Melissa Andrea BaldwinLPL Financial LLCEdward Jones10-27-2011
Craig Stephen KetchamLPL Financial LLCEdward Jones11-02-2011
Stephen John DAltoFidelity Brokerage Services LLCEdward Jones11-28-2011
Christopher ANTHONY PoulosMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-06-2012
Monica Alicia SchmittLPL Financial LLCEdward Jones01-17-2012
Erik Donald AndersonLPL Financial LLCEdward Jones$5002-29-2012
Kevin R HanianKey Investment Services LLCEdward Jones07-09-2012
Derek J BoldrinTIAA-CREF Individual & Institutional Services, LLCEdward Jones08-06-2012
Randy Lynn LeslieLPL Financial LLCEdward Jones$2709-28-2012
Christopher Keith BryantRBC Capital Markets, LLCEdward Jones$2511-13-2012
Ronald Vincent VermillionLPL Financial LLCEdward Jones02-07-2013
Jeremy Michael ZiemerLPL Financial LLCEdward Jones04-12-2013
Joel Lynn EvansWells Fargo Clearing Services, LLCEdward Jones$1908-02-2013
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Showing 1 to 25 of 84 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.