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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Mathew ChustzPurshe Kaplan Sterling InvestmentsEdward Jones03-06-2019
Linda Moody SwainSunTrust Investment Services, Inc.Edward Jones12-10-2018
Jeffery Harold HattawayAmeriprise Financial Services, Inc.Edward Jones10-19-2018
John Burton Enoch Cestia IIITriad Advisors LLCEdward Jones$10008-01-2018
Denzel Ja'Vaughn ColemanWells Fargo Clearing Services, LLCEdward Jones05-03-2018
Stephen David TracyIFS SecuritiesEdward Jones$5003-15-2018
Jason Alexander JonesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-02-2018
Richard Barry HaynesSecurities America, Inc.Edward Jones11-06-2017
Thomas Gary BoykinJ.P. Morgan Securities LLCEdward Jones10-09-2017
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$2509-08-2017
Tia Shennell JinksVALIC Financial Advisors, Inc.Edward Jones$5008-29-2017
Eric Scott RuthmanLPL Financial LLCEdward Jones08-21-2017
Michael Christopher RudioLPL Financial LLCEdward Jones08-21-2017
Michael Linton Malone Jr.Raymond James Financial Services, Inc.Edward Jones$2508-18-2017
Emily Anne EllisAmeriprise Financial Services, Inc.Edward Jones$15006-16-2017
Paul Regis LangAmeriprise Financial Services, Inc.Edward Jones$10006-16-2017
Paul Lang, Emily EllisAmeriprise FinancialEdward Jones$36306-16-2017
Lovel M. GilmorePNC InvestmentsEdward Jones06-12-2017
Christopher Scott JanusekCetera Investment Services LLCEdward Jones05-25-2017
Ashley Corbin DentSunTrust Investment Services, Inc.Edward Jones05-05-2017
Meredith Lee GuedryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-21-2017
Ronald Chris Kinnas Jr.Synovus Securities, Inc.Edward Jones$5003-31-2017
Michael Todd WhitakerRaymond James Financial Services, Inc.Edward Jones$10002-13-2017
David Lavon Tapley Jr.LPL Financial LLCEdward Jones01-11-2017
Keith WaltersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-22-2016
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Showing 1 to 25 of 156 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.


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