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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jon Christopher MillsEdward JonesAmeriprise Financial Services, LLC03-02-2020
Kendra MerrittEdward JonesTransamerica Capital, Inc.01-27-2020
Jason Brian McGlynnEdward JonesFBL Marketing Services, LLC01-14-2020
Michael Alan RoseEdward JonesHilltop Securities Inc.01-02-2020
Melissa Jane HuffEdward JonesPruco Securities, LLC.09-27-2019
Jonathan James ChambersEdward JonesWells Fargo Clearing Services, LLC08-26-2019
James Benson HanleyEdward JonesUSAA Financial Advisors, Inc.03-01-2019
Andrew Graham McKayEdward JonesRoyal Alliance Associates, Inc.02-25-2019
Daniel Joseph ChaputEdward JonesFidelity Personal and Workplace Advisors01-14-2019
Jonathan Y Moss IIEdward JonesJ.P. Morgan Securities LLC06-29-2018
Ryan James CarterEdward JonesEquitable Advisors, LLC06-04-2018
Russ M StallingsEdward JonesFS Investment Solutions, LLC05-29-2018
Christopher WrightEdward JonesState Farm VP Management Corp.01-18-2018
Eric SchranckEdward JonesIntegrity Funds Distributor, LLC01-03-2018
Gary Elmer BabbittEdward JonesProEquities, Inc.05-08-2017
Charles Edwin HellumsEdward JonesFarmers Financial Solutions, LLC04-18-2017
Elizabeth Ashley BleidtEdward JonesCharles Schwab & Co., Inc.04-13-2017
Donald Matthew StormEdward JonesCambridge Investment Research, Inc.02-17-2017
Derek Douglas VingeEdward JonesAmeriprise Financial Services, LLC11-28-2016
Todd Marshall DickinsonEdward JonesEaton Vance Distributors, Inc.08-22-2016
Ea Raindancer MoultonEdward JonesWells Fargo Clearing Services, LLC07-06-2016
Julia Anne Falletta DinkelEdward JonesFintegra, LLC12-02-2015
Charles Benjamin SmallwoodEdward JonesPruco Securities, LLC.11-30-2015
Kyle Scott BernhardtEdward JonesState Farm VP Management Corp.10-01-2015
Caitlyn Marie DunbarEdward JonesOppenheimerFunds Distributor, Inc.03-25-2015
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Showing 1 to 25 of 46 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.