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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle JonesA.G.P / Alliance Global PartnersEdward Jones08-08-2014
Tripp Crawford HaleActive Investment Management, LLCEdward Jones07-01-2009
Prentice James SangerAllstate Financial Services, LLCEdward Jones09-19-2012
Charity Rachel DickmanAlphaStar Capital Management, LLCEdward Jones08-30-2019
Drew PeacockAmeriprise Financial Services, LLCEdward Jones$5010-08-2019
Benjamin A. ReepAmeriprise Financial Services, LLCEdward Jones05-03-2019
Victoria Anne TroccoliAmeriprise Financial Services, LLCEdward Jones12-06-2017
Julie Gay MekhailAmeriprise Financial Services, LLCEdward Jones$1003-31-2017
Shane D. IrelandAmeriprise Financial Services, LLCEdward Jones07-06-2016
Orlando Niles JohnsonAmeriprise Financial Services, LLCEdward Jones06-22-2016
Debra Carol TalaricoAmeriprise Financial Services, LLCEdward Jones$2507-31-2015
Andrew David ClarkeAmeriprise Financial Services, LLCEdward Jones$2507-02-2012
David Edward HershmanAmeriprise Financial Services, LLCEdward Jones$5010-28-2011
Peter Jude ArdolinoAmeriprise Financial Services, LLCEdward Jones05-08-2020
David SalleyAmeritas Investment Company, LLCEdward Jones06-13-2016
Amanda Kim HayesAmeritas Investment Company, LLCEdward Jones04-18-2012
John Hodgdon IIAXA Advisors, LLCEdward Jones09-27-2018
Bethany Louise BurgessAXA Advisors, LLCEdward Jones03-14-2018
Kimberly Deonna JohnsonAXA Advisors, LLCEdward Jones06-20-2013
Timothy Michael HolterBB&T Investment Services, Inc.Edward Jones07-03-2017
James P Hilty Jr.BB&T Investment Services, Inc.Edward Jones$5008-11-2014
Wendy Struble SimonBBVA Securities Inc.Edward Jones05-20-2014
William John ButcherCadaret, Grant & Co., Inc.Edward Jones01-31-2020
Charles Thomas StacyCadaret, Grant & Co., Inc.Edward Jones$1011-24-2010
Todd Richard PersicoCalton & Associates, Inc.Edward Jones07-29-2019
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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.