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
Kyle Hagen CavanaughMorgan StanleyEdward Jones11-15-2019
Victor John TassoneEquity Services, Inc.Edward Jones10-02-2019
Emma Marie SmithCetera Advisors LLCEdward Jones09-30-2019
Kristin Pennock JacksonPruco Securities, LLC.Edward Jones09-27-2019
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Tanice Lashawn FortPruco Securities, LLC.Edward Jones07-30-2019
Mark C HarmsAmeriprise Financial Services, Inc.Edward Jones07-30-2019
Daniel LekkiCetera Advisors LLCEdward Jones07-25-2019
Aaron W. GainesWorld Equity Group, Inc.Edward Jones07-19-2019
Arturo RamirezBMO Harris Financial Advisors, Inc.Edward Jones07-05-2019
Nathan Lee HammMorgan StanleyEdward Jones07-01-2019
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
Davis James JohnstonLPL Financial LLCEdward Jones05-31-2019
Anes KadiricWilliam BlairEdward Jones05-15-2019
Michael Francis ConveyCetera Financial Specialists LLCEdward Jones05-09-2019
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Kevin Carlton HarveyJ.P. Morgan Securities LLCEdward Jones01-03-2019
Ronald Stephen KnightMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-06-2018
Dustin Cheyenne JamesVALIC Financial Advisors, Inc.Edward Jones10-15-2018
Tyler HagenBMO Harris Financial Advisors, Inc.Edward Jones09-27-2018
Michael Patrick DowdJ.P. Morgan Securities LLCEdward Jones09-12-2018
Patrick CoxLPL Financial LLCEdward Jones08-17-2018
Colin Michael RogersLPL Financial LLCEdward Jones08-13-2018
Frances Waynette McKaySecurities America, Inc.Edward Jones06-04-2018
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Showing 1 to 25 of 275 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.