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
Kevin Dewitt McFarlandCharles Schwab & Co., Inc.Edward Jones03-27-2020
Edward Michael PittsJ.W. Cole Financial, Inc.Edward Jones$5003-02-2020
Andrew B. BallCitizens Securities, Inc.Edward Jones02-25-2020
Daniel Paul MelnykCantella & Co., Inc.Edward Jones01-03-2020
Shayne Phillip MullinsCitizens Securities, Inc.Edward Jones01-02-2020
Steven Hunt GalavottiMutual of Omaha Investor Services, Inc.Edward Jones12-16-2019
Kenneth William PaulsonCitizens Securities, Inc.Edward Jones11-27-2019
Luke PalmerCommonwealth Financial NetworkEdward Jones$2511-01-2019
Timothy John MazanecPurshe Kaplan Sterling InvestmentsEdward Jones07-22-2019
Silas John AtsalisLPL Financial LLCEdward Jones$2506-28-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Chris AntoliniLincoln Financial Advisors CorporationEdward Jones05-20-2019
Kenneth Steven HyneCetera Advisor Networks LLCEdward Jones$10005-06-2019
Jonathan Geoffrey Secora PearlPruco Securities, LLC.Edward Jones$2503-13-2019
Richard Kevin Sylvester JrCommonwealth Financial NetworkEdward Jones03-04-2019
Marilyn Gay ZarkosCitizens Securities, Inc.Edward Jones03-01-2019
Mary Elizabeth HelineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-25-2019
Jerry Walter BoucherGWFS Equities, Inc.Edward Jones12-10-2018
Guido Andrew Dipietro IIIPruco Securities, LLC.Edward Jones12-05-2018
James Richard HillAXA Advisors, LLCEdward Jones11-26-2018
Jody Michael JamesAXA Advisors, LLCEdward Jones$15010-08-2018
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Yvonne Leigh ShanklinMoors & Cabot, Inc.Edward Jones$1004-05-2018
Bruce S. JakielCantella & Co., Inc.Edward Jones04-04-2018
John Frank Geffert IVBoston Harbor Wealth Advisors, LLCEdward Jones01-17-2018
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Showing 1 to 25 of 95 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.