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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Steven RobertsINVEST Financial CorporationEdward Jones01-02-2009
Paul E. LowreyLPL Financial LLCEdward Jones01-05-2009
George Cole Philhower IIINatcity Investments, Inc.Edward Jones$1002-19-2009
Curtis Wayne ChambersLPL Financial LLCEdward Jones03-13-2009
Michael Richard KannerMorgan Stanley & Co. IncorporatedEdward Jones$5004-01-2009
Walter J HielLPL Financial LLCEdward Jones$2504-27-2009
Robert Francis Schlenger Jr.VALIC Financial Advisors, Inc.Edward Jones04-27-2009
Peter George ChapmanWells Fargo Advisors Financial Network, LLCEdward Jones$5005-28-2009
Michael Louis CardwellWells Fargo Advisors Financial Network, LLCEdward Jones$5005-28-2009
Andre St Lawrence CampbellMML Investors Services, LLCEdward Jones06-16-2009
Kristi Dailey HillFifth Third Securities, Inc.Edward Jones06-23-2009
Joe William FaulkLPL Financial LLCEdward Jones$1006-26-2009
Tripp Crawford HaleActive Investment Management, LLCEdward Jones07-01-2009
Max R. GarrisonLPL Financial LLCEdward Jones07-10-2009
Kevin R. CoxSymetra Investment Services, Inc.Edward Jones08-19-2009
John Kevin OsborneWaddell & ReedEdward Jones09-18-2009
Manuel FadragaCharles Schwab & Co., Inc.Edward Jones10-05-2009
Robert William HolbrookG. A. Repple & CompanyEdward Jones$1010-12-2009
Theodore Wesley KurtzChase Investment Services Corp.Edward Jones11-02-2009
Alejandro Ariel TorresStateTrust Investments Inc.Edward Jones11-09-2009
Kevin Glenn FordJ.W. Cole Financial, Inc.Edward Jones01-11-2010
Tami Nicole BorlandNorthwestern Mutual Investment Services, LLCEdward Jones02-03-2010
Bryan Neil SchulmanSymetra Investment Services, Inc.Edward Jones$2502-12-2010
Audrey Lynn SnellSignator Investors, Inc.Edward Jones02-15-2010
Travis J. HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-09-2010
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Showing 1 to 25 of 367 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.