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
Tosheika Renee Gatlin WilmoreVALIC Financial Advisors, Inc.HD Vest Investment Services10-24-2017
Tia Shennell JinksVALIC Financial Advisors, Inc.Edward Jones$5008-29-2017
Jeremy Lyle WintersVALIC Financial Advisors, Inc.J.P. Morgan Securities LLC$106-12-2017
Bradwell Parker SkinnerVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.11-29-2016
Jennifer A BettsVALIC Financial Advisors, Inc.AXA Advisors, LLC07-28-2016
Brian David KaeserVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-15-2015
Jason Adam SellewVALIC Financial Advisors, Inc.Roswell Asset Advisors, LLC10-14-2015
Chase Alexander KulczakVALIC Financial Advisors, Inc.Waddell & Reed09-21-2015
Charlene Linda BurnhamVALIC Financial Advisors, Inc.Wells Fargo Clearing Services, LLC09-09-2015
Matthew Arthur WoodhouseVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.09-09-2015
Joseph Anthony OkraskiVALIC Financial Advisors, Inc.Transamerica Investors Securities Corporation08-25-2015
Michael Wayne GiddeonsVALIC Financial Advisors, Inc.Independent Financial Partners06-01-2015
Kerryann Candice JenkinsVALIC Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC03-30-2015
Ali MahbodVALIC Financial Advisors, Inc.Edward Jones11-14-2014
Lynn Tyler WoodVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.01-21-2014
Mark Richard MageeVALIC Financial Advisors, Inc.Next Financial Group, Inc.01-07-2014
William Hilton BurkeVALIC Financial Advisors, Inc.Burke-Leslie Professional Asset Management, Llc$111-18-2013
Wesley Leroy AdkinsVALIC Financial Advisors, Inc.Morgan Stanley11-11-2013
Julian Maurice PouncyVALIC Financial Advisors, Inc.Pruco Securities, LLC.09-30-2013
Erik Andrew LuckeyVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2013
Thomas Nicholas SmithVALIC Financial Advisors, Inc.Wells Fargo Clearing Services, LLC03-19-2013
Kirby Matthew TownsVALIC Financial Advisors, Inc.Edward Jones10-15-2012
Douglas Newel BurnettVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$2509-04-2012
Christopher Jay CowartVALIC Financial Advisors, Inc.Morgan Stanley08-14-2012
Matthew Ryan WilburVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.08-14-2012
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Showing 1 to 25 of 28 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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