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
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
Drew PeacockAmeriprise Financial Services, Inc.Edward Jones$50010-08-2019
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones$10005-03-2019
Victoria Anne TroccoliAmeriprise Financial Services, Inc.Edward Jones12-06-2017
Julie Gay MekhailAmeriprise Financial Services, Inc.Edward Jones$10003-31-2017
Shane David IrelandAmeriprise Financial Services, Inc.Edward Jones07-06-2016
Orlando Niles JohnsonAmeriprise Financial Services, Inc.Edward Jones$10006-22-2016
Debra Carol TalaricoAmeriprise Financial Services, Inc.Edward Jones$25007-31-2015
Andrew David ClarkeAmeriprise Financial Services, Inc.Edward Jones$25007-02-2012
David Edward HershmanAmeriprise Financial Services, Inc.Edward Jones$50010-28-2011
David SalleyAmeritas Investment Corp.Edward Jones06-13-2016
Amanda Kim HayesAmeritas Investment Corp.Edward 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 Jones08-11-2014
Wendy Struble SimonBBVA Securities Inc.Edward Jones05-20-2014
CHARLES THOMAS STACYCadaret, Grant & Co., Inc.Edward Jones$10011-24-2010
Todd Richard PersicoCalton & Associates, Inc.Edward Jones$10007-29-2019
Marc A. AlvisCalton & Associates, Inc.Edward Jones$50012-02-2013
Doug L CoadCambridge Investment Research, Inc.Edward Jones07-01-2016
Roland Wayne SwintekCambridge Investment Research, Inc.Edward Jones03-05-2014
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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.