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
Kevin John LehmanVoya Financial Advisors, Inc.Edward Jones$1002-10-2020
Joseph William LucasFBL Marketing Services, LLCEdward Jones$1001-30-2020
Matthew Dennis BaumannRaymond James Financial Services, Inc.Edward Jones$15001-06-2020
Ryan DeeCUNA Brokerage Services, Inc.Edward Jones11-18-2019
Zachary William PayneCambridge Investment Research, Inc.Edward Jones10-11-2019
Michael Patrick StansburyMorgan StanleyEdward Jones$10006-19-2019
Adam MangunoLegacy Financial GroupEdward Jones05-23-2019
Brett Douglas Van SlotenLPL Financial LLCEdward Jones05-20-2019
Timothy Roger NegenNYLIFE Securities LLCEdward Jones04-22-2019
John Robert LidgettSecurities America, Inc.Edward Jones$10003-12-2019
Richard Wayne CuvelierRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Kevin Scott GoodTD Ameritrade Investment Management, LLCEdward Jones02-04-2019
Jammie Lee LoweBerthel, Fisher & Company Financial Services, Inc.Edward Jones12-04-2018
Dante Alexander TrimbleCUNA Brokerage Services, Inc.Edward Jones10-24-2018
Tad Allen StolleyWells Fargo Clearing Services, LLCEdward Jones06-26-2018
James S. ScullyTIAA-CREF Individual & Institutional Services, LLCEdward Jones04-18-2018
Daniel Paul Evans Jr.SagePoint Financial, Inc.Edward Jones02-13-2018
Matthew James KennedySecurities America, Inc.Edward Jones01-22-2018
John WhiteAmeriprise Financial Services, LLCEdward Jones11-13-2017
Edward Allen Smith IIIVisionPoint Advisory GroupEdward Jones$9006-16-2017
Brent D. JohnsNations Financial Group, Inc.Edward Jones04-11-2017
John A. LocherWells Fargo Clearing Services, LLCEdward Jones12-08-2016
Stephen R. JohnsonWells Fargo Clearing Services, LLCEdward Jones10-25-2016
Byron Jan PalsmaThrivent Investment Management Inc.Edward Jones09-30-2016
Gregory Wayne PiehlBroker Dealer Financial Services Corp.Edward Jones08-16-2016
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Showing 1 to 25 of 86 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.