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
Joshua David EllisLPL Financial LLCEdward Jones01-28-2009
Ross Samuel StewartMorgan Keegan & Company, Inc.Edward Jones$10002-03-2009
Matthew Malcolm BanksWaddell & ReedEdward Jones03-09-2009
Faye Michael SykesNorthwestern Mutual Investment Services, LLCEdward Jones05-15-2009
Wendell James Lofton Jr.E*TRADE Securities LLCEdward Jones06-08-2009
Alexander C. BartholdE*TRADE Securities LLCEdward Jones06-08-2009
Stacy Elizabeth Cheney-JamisonVALIC Financial Advisors, Inc.Edward Jones06-26-2009
Wesley Scott MorrisE*TRADE Securities LLCEdward Jones07-29-2009
Jerry Lee ParrishDempsey Lord Smith, LLCEdward Jones08-14-2009
Sherlyn Bonner KeeganAmeritas Investment Company, LLCEdward Jones10-09-2009
Walter B. HallCountry Capital Management CompanyEdward Jones10-29-2009
John Wayne PeekFintegra, LLCEdward Jones11-05-2009
Brent Wayne WhiddonLPL Financial LLCEdward Jones$5011-05-2009
Wheat Andrew KelleySunTrust Investment Services, Inc.Edward Jones$111-30-2009
David Everette Bryan IIINYLIFE Securities LLCEdward Jones12-16-2009
William Douglas AdamsWells Fargo Advisors Financial Network, LLCEdward Jones$10002-12-2010
Evan Nathan RobinsonLincoln Financial Advisors CorporationEdward Jones02-12-2010
Denise Marie MadnickChase Investment Services Corp.Edward Jones03-01-2010
John R. CrumblinState Farm VP Management Corp.Edward Jones03-11-2010
Evariste Anthony Faucher IIIMorgan StanleyEdward Jones03-26-2010
Richard George GankofskieLPL Financial LLCEdward Jones05-11-2010
Brent Barrett BlairMML Investors Services, LLCEdward Jones05-11-2010
Shaun C. AycockE*TRADE Securities LLCEdward Jones05-24-2010
Christopher BryantMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2010
William Robert Key IISA Stone Wealth Management Inc.Edward Jones07-08-2010
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Showing 1 to 25 of 209 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.