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
Jeffrey Dallas GodchauxCommonwealth Financial NetworkEdward Jones$5006-12-2020
Andrea Ann RomeroLPL Financial LLCEdward Jones05-08-2020
Fernando Martin Davila IIITD Ameritrade Investment Management, LLCEdward Jones03-12-2020
Joshua Domagoi CarapinaJ.P. Morgan Securities LLCEdward Jones03-04-2020
Jerry Wayne LynnKestra Investment Services, LLCEdward Jones01-31-2020
Chad Joseph TroxclairLPL Financial LLCEdward Jones01-31-2020
Patrick Gerard DaresAllstate Financial Services, LLCEdward Jones12-05-2019
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Joe David Gentry JrAmeriprise Financial Services, LLCEdward Jones11-22-2019
Richard John Baldwin JrMorgan StanleyEdward Jones$15009-06-2019
Phillip Wayne NadeauLPL Financial LLCEdward Jones09-05-2019
Coy Reeves WatsonProspera Financial Services, Inc.Edward Jones$5008-09-2019
Kelly Clay BentleyJ.P. Morgan Securities LLCEdward Jones08-07-2019
Izaac KingRaymond James Financial Services, Inc.Edward Jones08-02-2019
Shane GoffProspera Financial Services, Inc.Edward Jones$8707-03-2019
Michael Shane GoffProspera Financial Services, Inc.Edward Jones$10006-28-2019
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones05-02-2019
Lance Ray Griffith JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-08-2019
Christopher Sean SteinsholtAmeriprise Financial Services, LLCEdward Jones03-01-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones02-11-2019
Jonathan Alexander MurdockRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Nicholas MartinRaymond James Financial Services, Inc.Edward Jones12-14-2018
Chelsea Posey GrissomRaymond James & Associates, Inc.Edward Jones11-28-2018
John Burton Enoch Cestia IIITriad Advisors LLCEdward Jones$10008-01-2018
Andrew L DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
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Showing 1 to 25 of 64 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.