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
Lawrence Paul JorgensenLPL Financial LLCEdward Jones01-30-2009
Mark Alan BehrensLPL Financial LLCEdward Jones$2203-04-2009
David Clinton HillWells Fargo Advisors Financial Network, LLCEdward Jones$10005-29-2009
Bryan James CrabtreeCommonwealth Financial NetworkEdward Jones$5007-17-2009
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Nicholas J KatsooliasLPL Financial LLCEdward Jones$2511-05-2009
Cyril Leo Friend IIILPL Financial LLCEdward Jones$5011-06-2009
Phillip James SitarAmeriprise Financial Services, LLCEdward Jones$2504-01-2010
Anthony Robert TrainorBMO Harris Financial Advisors, Inc.Edward Jones$10005-17-2010
Daniel R HitzemanLPL Financial LLCEdward Jones$5008-23-2010
James Mifflin AllenLPL Financial LLCEdward Jones$1,00008-24-2010
Robert Mark HenryRaymond James & Associates, Inc.Edward Jones08-31-2010
Bradley Frank LaknerSunbelt Securities, Inc.Edward Jones$10009-02-2010
Jing Huang OBrienLPL Financial LLCEdward Jones10-01-2010
Joshua M WesterfieldLPL Financial LLCEdward Jones$1,00010-07-2010
Karen Denise WeibleSagePoint Financial, Inc.Edward Jones10-25-2010
Stephen Joseph CiaccioLPL Financial LLCEdward Jones$2511-08-2010
Melissa Ellen MestrovichFidelity Brokerage Services LLCEdward Jones11-08-2010
Zachary Bryce BenningFifth Third Securities, Inc.Edward Jones11-23-2010
Matthew Ryan BurelMercer Allied Company, L.P.Edward Jones11-29-2010
Richard Henry Sharp JrLPL Financial LLCEdward Jones$4312-03-2010
William Robert PatonLPL Financial LLCEdward Jones01-21-2011
Yonglin RenLPL Financial LLCEdward Jones02-04-2011
Larry Bruce Loethen JrWells Fargo Advisors Financial Network, LLCEdward Jones$10002-09-2011
Adam Joseph TatroeBMO Harris Financial Advisors, Inc.Edward Jones02-14-2011
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Showing 1 to 25 of 166 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.