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
Steven MongelliCitizens Securities, Inc.Edward Jones08-11-2020
Paul Joseph ChlebecekMML Investors Services, LLCEdward Jones07-24-2020
Suzanne M RyanPruco Securities, LLC.Edward Jones07-14-2020
Tyler C GatesFidelity Brokerage Services LLCEdward Jones$15006-29-2020
Edward Michael PittsJ.W. Cole Financial, Inc.Edward Jones03-02-2020
Andrew B BallCitizens Securities, Inc.Edward Jones02-25-2020
Steven Hunt GalavottiMutual of Omaha Investor Services, Inc.Edward Jones12-16-2019
Timothy John MazanecPurshe Kaplan Sterling InvestmentsEdward Jones07-22-2019
Silas John AtsalisLPL Financial LLCEdward Jones06-28-2019
Alec Joseph MurrayCommonwealth Financial NetworkEdward Jones06-04-2019
Chris AntoliniLincoln Financial Advisors CorporationEdward Jones05-20-2019
Kenneth Steven HyneCetera Advisor Networks LLCEdward Jones05-06-2019
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
Robert Vincent Deiana JrTQM Wealth PartnersEdward Jones08-07-2017
Paul FisherGWFS Equities, Inc.Edward Jones05-19-2017
Darlene R OuelletteAmeriprise Financial Services, LLCEdward Jones11-16-2016
Neil ParsonsWells Fargo Clearing Services, LLCEdward Jones07-05-2016
John Henry MitchellLPL Financial LLCEdward Jones05-26-2016
Andrea NathanCitizens Securities, Inc.Edward Jones12-09-2014
Antonios GiakoumisTIAA-CREF Individual & Institutional Services, LLCEdward Jones08-26-2014
Charles Xenakis KarrisLPL Financial LLCEdward Jones05-14-2014
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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.