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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul E. LowreyLPL Financial LLCEdward Jones$2501-05-2009
Curtis Wayne ChambersLPL Financial LLCEdward Jones03-13-2009
Walter J HielLPL Financial LLCEdward Jones$2504-27-2009
Robert William HolbrookG. A. Repple & CompanyEdward Jones10-12-2009
Erik LundySummit Brokerage ServicesEdward Jones$7502-16-2010
Erik Edward LundySummit Brokerage Services, Inc.Edward Jones$10002-16-2010
Daniel Alan CoursonProEquities, Inc.Edward Jones06-08-2010
Derrick Brandon AldermanWells Fargo Clearing Services, LLCEdward Jones07-06-2010
Michael John FarneRaymond James Financial Services, Inc.Edward Jones$2507-30-2010
Michael J. BrickerGWN Securities Inc.Edward Jones08-05-2010
Jamie Bryan CalkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-10-2010
Rebecca Leigh JonesCambridge Investment Research, Inc.Edward Jones$2509-17-2010
Demian Emilio PentonCambridge Investment Research, Inc.Edward Jones09-17-2010
David J. LlewellynCambridge Investment Research, Inc.Edward Jones09-17-2010
Eric John BeerenssonLPL Financial LLCEdward Jones10-20-2010
Jessica Anne ThompsonRaymond James Financial Services, Inc.Edward Jones$1002-01-2011
Lawrence Lewis MorseRaymond James Financial Services, Inc.Edward Jones$2502-17-2011
Thomas Michael BarnhornLPL Financial LLCEdward Jones$1002-28-2011
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Willie Joe HowardInvestacorp, Inc.Edward Jones$2506-10-2011
Woodrow Wilson HicksRaymond James & Associates, Inc.Edward Jones$1006-10-2011
Walter C. BohannonRaymond James Financial Services, Inc.Edward Jones$1007-13-2011
Zachary C. ToelleCUSO Financial Services, L.P.Edward Jones10-04-2011
Joseph Donald RinchackMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-21-2011
Eric Randall JonesJ.W. Cole Financial, Inc.Edward Jones$1001-17-2012
Next Page »

Showing 1 to 25 of 98 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.

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