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
Robert Lamont WrightE*TRADE Securities LLCFidelity Brokerage Services LLC02-06-2020
Beau B SkaggsE*TRADE Securities LLCSunTrust Investment Services, Inc.02-06-2020
James MacaulayE*TRADE Securities LLCRaymond James & Associates, Inc.01-17-2020
James Perry Johnson IIIE*TRADE Securities LLCPFS Investments Inc.01-15-2020
Terry Allan StoorE*TRADE Securities LLCHenssler Financial$5012-09-2019
Tawanda Shondell JonesE*TRADE Securities LLCEdward Jones11-04-2019
Matthew Thomas StanhopeE*TRADE Securities LLCCharles Schwab & Co., Inc.09-06-2019
William C. BechamE*TRADE Securities LLCFidelity Personal and Workplace Advisors07-25-2019
Nixon MarcE*TRADE Securities LLCJ.P. Morgan Securities LLC07-12-2019

Showing 1 to 9 of 9 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.