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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones05-02-2019
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones02-11-2019
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Joshua B PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
Jeremy Scott ThigpenLPL Financial LLCEdward Jones12-11-2017
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Kenneth E. McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Tyler H. SpenceWells Fargo Clearing Services, LLCEdward Jones07-27-2017
Larry Jackson HairRoyal Alliance Associates, Inc.Edward Jones07-05-2017
Jonathan BlountLPL Financial LLCEdward Jones10-13-2016
Mitchell Douglas FranceJ.P. Morgan Securities LLCEdward Jones06-21-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Cullen G. HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2015
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
Jason March CoffieldLPL Financial LLCEdward Jones12-15-2014
Daniel PoynotVALIC Financial Advisors, Inc.Edward Jones04-15-2014
Trina Nachea DuhonLPL Financial LLCEdward Jones02-28-2014
Robert Charles BrownLPL Financial LLCEdward Jones08-30-2013
Cherie Elizabeth Laiche1st Global Capital Corp.Edward Jones12-20-2012
Case Michael TerrebonneLPL Financial LLCEdward Jones12-10-2012
Susan Lynn MitchamLPL Financial LLCEdward Jones11-12-2012
Steven Lamar RiceAmeriprise Financial Services, Inc.Edward Jones11-02-2012
Raleigh James Galiano Jr.LPL Financial LLCEdward Jones04-02-2012
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Showing 1 to 25 of 52 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.

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