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
Darlene R. OuelletteAmeriprise Financial Services, LLCEdward Jones11-16-2016
Robert Dominic PopaloAmeriprise Financial Services, LLCEdward Jones05-27-2016
Nilsa Marie WeaverAmeriprise Financial Services, LLCEdward Jones$2505-28-2013
Barbara Ann CantwellAmeriprise Financial Services, LLCEdward Jones$5010-05-2012
Joseph Vincent Sciacca Jr.Ameriprise Financial Services, LLCEdward Jones$5004-23-2010
James Richard HillAXA Advisors, LLCEdward Jones11-26-2018
Jody Michael JamesAXA Advisors, LLCEdward Jones$15010-08-2018
John Frank Geffert IVBoston Harbor Wealth Advisors, LLCEdward Jones01-17-2018
Mitchell Douglas CustenborderBoston Harbor Wealth Advisors, LLCEdward Jones01-17-2017
Richard Wyllie SingletonCambridge Investment Research, Inc.Edward Jones05-18-2011
Daniel Paul MelnykCantella & Co., Inc.Edward Jones01-03-2020
Bruce S. JakielCantella & Co., Inc.Edward Jones04-04-2018
Joseph AzevedoCantella & Co., Inc.Edward Jones04-21-2009
Kenneth Steven HyneCetera Advisor Networks LLCEdward Jones$10005-06-2019
Kevin Dewitt McFarlandCharles Schwab & Co., Inc.Edward Jones03-27-2020
Andrew B. BallCitizens Securities, Inc.Edward Jones02-25-2020
Shayne Phillip MullinsCitizens Securities, Inc.Edward Jones01-02-2020
Kenneth William PaulsonCitizens Securities, Inc.Edward Jones11-27-2019
Marilyn Gay ZarkosCitizens Securities, Inc.Edward Jones03-01-2019
Kenneth Edward O'ConnorCitizens Securities, Inc.Edward Jones10-31-2017
Theodore Paul BanksCitizens Securities, Inc.Edward Jones07-07-2017
David Allen NoetzelCitizens Securities, Inc.Edward Jones04-19-2017
Ryan Mathew AzingerCitizens Securities, Inc.Edward Jones07-27-2016
Brendan Ryan GallagherCitizens Securities, Inc.Edward Jones01-25-2016
Andrea NathanCitizens Securities, Inc.Edward Jones12-09-2014
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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.