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
Mauri Alan TurnerLPL Financial LLCEdward Jones02-04-2009
David Patrick GuilletNorthwestern Mutual Investment Services, LLCEdward Jones05-08-2009
Michael Edwin AllenUvest Financial Services Group, Inc.Edward Jones09-04-2009
Dustin Christopher BerryChase Investment Services Corp.Edward Jones11-02-2009
Matthew Michael KeatorChase Investment Services Corp.Edward Jones11-09-2009
Melissa Borne DugasWells Fargo Clearing Services, LLCEdward Jones07-14-2010
Jeffrey N. JustChase Investment Services Corp.Edward Jones$1008-16-2010
Alden Gerard HagardornAmeriprise Financial Services, LLCEdward Jones$1009-03-2010
Ivan Latimer HendricksMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1009-22-2010
Freddie Latron BroadwayChase Investment Services Corp.Edward Jones09-29-2010
Julie Lynn O'GleeLPL Financial LLCEdward Jones$10010-08-2010
James Burnell Guilbeaux Jr.Wells Fargo Clearing Services, LLCEdward Jones10-08-2010
Lee Rust CosgroveLPL Financial LLCEdward Jones$1010-21-2010
Joseph Paul RomanoLPL Financial LLCEdward Jones$5011-01-2010
Kevin Emile O'BrienAmeritas Investment Company, LLCEdward Jones11-01-2010
Megan O. Motes CochranChase Investment Services Corp.Edward Jones11-08-2010
Stephen Carroll Smith Jr.Chase Investment Services Corp.Edward Jones11-22-2010
David LalandeProEquities, Inc.Edward Jones01-27-2011
Michael Louis HebertLPL Financial LLCEdward Jones01-31-2011
Joshua James SparacinoLPL Financial LLCEdward Jones$1002-07-2011
Tim P. SpringerChase Investment Services Corp.Edward Jones03-01-2011
Edward Ian BlanchardLPL Financial LLCEdward Jones03-18-2011
James Patrick PerryNYLIFE Securities LLCEdward Jones03-21-2011
Don H Raymond Jr.Ameriprise Financial Services, LLCEdward Jones03-23-2011
Jared Vincent LabueChase Investment Services Corp.Edward Jones04-01-2011
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Showing 1 to 25 of 120 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.