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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Paul KaiserLPL Financial LLCEdward Jones06-17-2016
Alexander Joseph MooreDelta Capital Management, LLCEdward Jones01-03-2014
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Arthur Richard LewisPruco Securities, LLC.Edward Jones10-09-2018
Ayad Beshara SaadMorgan StanleyEdward Jones$5003-19-2013
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones05-03-2019
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Brian J KudickWells Fargo Clearing Services, LLCEdward Jones10-29-2012
Brian L. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Carina GerscovichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2016
Chad A. SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
Christopher Dizon ThornhillThrivent Investment Management Inc.Edward Jones02-09-2018
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
Christopher Scott DraughonGeneos Wealth Management, Inc.Edward Jones$2508-03-2012
Cody Tyler DanielsWells Fargo Clearing Services, LLCEdward Jones$5003-12-2018
Curtis Wayne ChambersLPL Financial LLCEdward Jones03-13-2009
Daniel Alan CoursonProEquities, Inc.Edward Jones06-08-2010
Daniel W. WoodLPL Financial LLCEdward Jones10-06-2014
David Anthony MercurioMoney Concepts Capital CorpEdward Jones09-09-2014
David J. LlewellynCambridge Investment Research, Inc.Edward Jones09-17-2010
David SalleyAmeritas Investment Corp.Edward Jones06-13-2016
David Wayne Rider Jr.Raymond James & Associates, Inc.Edward Jones10-21-2013
Debra Carol TalaricoAmeriprise Financial Services, Inc.Edward Jones$2507-31-2015
Demian Emilio PentonCambridge Investment Research, Inc.Edward Jones09-17-2010
Derrick Brandon AldermanWells Fargo Clearing Services, LLCEdward Jones07-06-2010
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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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