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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul M DaymentEdward JonesPNC Investments06-26-2020
Brian J ReevesEdward JonesRaymond James Financial Services Advisors, Inc$2505-08-2020
Michael Joseph BullickEdward JonesRaymond James Financial Services, Inc.11-22-2019
Vernon D Isaacs IIIEdward JonesCetera Investment Services LLC09-06-2019
Alec Elias RosarioEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
Justin Ernest RichEdward JonesBMO Harris Financial Advisors, Inc.06-19-2019
Robert Ray WisneskiEdward JonesSchwab Private Client Investment Advisory, Inc.04-26-2019
Jonathan Jay LouisEdward JonesProEquities, Inc.04-15-2019
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Seth Nigel WilsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-15-2019
Michael W ReynoldsEdward JonesPruco Securities, LLC.02-01-2019
Gerald Weeks MadsenEdward JonesLPL Financial LLC$1011-09-2018
Douglas MacomberEdward JonesDWS Distributors, Inc.10-08-2018
Antoinetta Lynn FreemanEdward JonesWoodbury Financial Services, Inc.09-24-2018
William ONealEdward JonesJ.P. Morgan Securities LLC09-18-2018
Paul Jason CarusoEdward JonesWaddell & Reed$1008-31-2018
Christopher Scott BechertEdward JonesJ.P. Morgan Securities LLC08-31-2018
Ryan Patrick DwyerEdward JonesE*TRADE Securities LLC08-17-2018
Samuel OtleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
Jeffrey ClecknerEdward JonesNorthwestern Mutual Investment Services, LLC$2505-25-2018
Christopher Evan RayEdward JonesJ.P. Morgan Securities LLC05-04-2018
Meghan Alicia HaynesEdward JonesJ.P. Morgan Securities LLC02-28-2018
Derek A NicklesonEdward JonesBMO Harris Financial Advisors, Inc.02-12-2018
Davyd Jaron JonesEdward JonesRaymond James & Associates, Inc.01-26-2018
Kenneth Aaron VanhoutenEdward JonesHorace Mann Investors, Inc.11-30-2017
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Showing 1 to 25 of 68 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.