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
Rickey Darell Bellew Jr.LPL Financial LLCEdward Jones$25009-30-2019
Davis James JohnstonLPL Financial LLCEdward Jones05-31-2019
Steven SchollLPL Financial LLCEdward Jones$10011-05-2018
Patrick CoxLPL Financial LLCEdward Jones08-17-2018
Colin Michael RogersLPL Financial LLCEdward Jones08-13-2018
Gregory FolmarLPL Financial LLCEdward Jones05-31-2018
John David SiasLPL Financial LLCEdward Jones$25003-16-2018
Justin M. PiselliniLPL Financial LLCEdward Jones$10002-15-2018
Joel Lawrence BoeingLPL Financial LLCEdward Jones$50005-31-2017
Sean Michael NelsonLPL Financial LLCEdward Jones09-09-2015
Brett P RobinsonLPL Financial LLCEdward Jones09-04-2015
Daniel S. MoyLPL Financial LLCEdward Jones$10005-18-2015
Brian David SlaterLPL Financial LLCEdward Jones$25003-13-2015
Mark Francis PowellLPL Financial LLCEdward Jones$10012-17-2014
Anthony L Santucci Jr.LPL Financial LLCEdward Jones$25007-30-2014
Jason Andrew VargovchikLPL Financial LLCEdward Jones$25002-25-2014
Kyle Lawrence ViehlLPL Financial LLCEdward Jones02-10-2014
Khloe Uma KarovaLPL Financial LLCEdward Jones$25012-19-2013
Noreen Marie BurtnerLPL Financial LLCEdward Jones$50010-18-2013
Joshua Michael RyanLPL Financial LLCEdward Jones$10004-03-2013
Keith Arvid WicklundLPL Financial LLCEdward Jones$25004-02-2013
Richard Westwood LombardLPL Financial LLCEdward Jones03-01-2013
Ryan Charles BagiLPL Financial LLCEdward Jones02-22-2013
Roscoe Paul Zeigler IIILPL Financial LLCEdward Jones$10012-14-2012
Chad Edward BurnsLPL Financial LLCEdward Jones$10008-03-2012
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Showing 1 to 25 of 45 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.


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