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
Pamela Mydell WadeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-30-2020
David YoungMoney Concepts Capital CorpEdward Jones08-12-2020
Austin Ryan FarmerHamilton Investment Counsel, LLCEdward Jones07-22-2020
Jay Laird GriffinWells Fargo Advisors Financial Network, LLCEdward Jones07-10-2020
Tyler Dean ShepardSagePoint Financial, Inc.Edward Jones07-09-2020
Matthew Robert CardellaRaymond James Financial Services, Inc.Edward Jones06-12-2020
Mark James BloomLPL Financial LLCEdward Jones06-10-2020
Wayne Allan WeimerCetera Investment Services LLCEdward Jones06-01-2020
Lisa S KeppleFidelity Brokerage Services LLCEdward Jones05-22-2020
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Logan Michael PethelFidelity Brokerage Services LLCEdward Jones03-26-2020
William Richards Griffin JrResurgent Financial Advisors LLCEdward Jones03-05-2020
William Grant SpencerPFS Investments Inc.Edward Jones03-05-2020
Lamont SchumpertSchumpert Investments, LLCEdward Jones02-26-2020
Jonathan L HylandFidelity Brokerage Services LLCEdward Jones02-20-2020
Patrick VolpeMML Investors Services, LLCEdward Jones01-10-2020
Gregory A Carson JrNYLIFE Securities LLCEdward Jones12-26-2019
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Jamie H SheltonCetera Investment Services LLCEdward Jones$15011-19-2019
Charles William Daniels IIIKestra Investment Services, LLCEdward Jones11-13-2019
Raymond Leon Rivers JrVALIC Financial Advisors, Inc.Edward Jones11-06-2019
Eric MesserSunTrust Investment Services, Inc.Edward Jones11-04-2019
Tawanda Shondell JonesE*TRADE Securities LLCEdward Jones11-04-2019
Troy David StrongCUSO Financial Services, L.P.Edward Jones10-08-2019
Samson Barry GrisSunTrust Investment Services, Inc.Edward Jones08-26-2019
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Showing 1 to 25 of 94 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.