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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexandros Timotheos MavrellisTD Ameritrade Investment Management, LLCEdward Jones04-20-2012
Alfred Thomas Duncan IIIAmeriprise Financial Services, LLCEdward Jones10-23-2018
Benjamin T. GlennSecurities Service Network, LLCEdward Jones04-14-2011
Carrie Regina DupuieRaymond James Financial Services, Inc.Edward Jones12-16-2011
Christopher James YansonRaymond James Financial Services, Inc.Edward Jones$10011-14-2014
Christopher William MamunesRailroad Street Wealth Management, LLCEdward Jones03-04-2015
Clayton David IrbySunTrust Investment Services, Inc.Edward Jones03-13-2017
Daniel Joshua SwainFounders Financial Securities LLCEdward Jones07-20-2016
David C GreenWells Fargo Clearing Services, LLCEdward Jones08-01-2017
Derek T. MainMorgan StanleyEdward Jones$1010-14-2011
Dewayne Ladon EllisCapital One Investment Services LLCEdward Jones04-14-2014
Diane Elizabeth WellsH. Beck, Inc.Edward Jones12-19-2012
Donna Fay SavageAmeriprise Financial Services, LLCEdward Jones06-30-2015
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Eileen Heffernan GreenwellVALIC Financial Advisors, Inc.Edward Jones09-30-2014
Eric Seth EislerCetera Investment Services LLCEdward Jones05-05-2015
Garnetta Diane MasseyWaddell & ReedEdward Jones08-22-2012
James Gregory GarnerRaymond James Financial Services, Inc.Edward Jones03-18-2016
Jasmine Kali ParkerNYLIFE Securities LLCEdward Jones10-15-2009
Jason Edward MessineoWells Fargo Advisors Financial Network, LLCEdward Jones11-01-2019
Jeffrey S. AshbyLPL Financial LLCEdward Jones$1010-31-2014
Joan Francine BowersRaymond James Financial Services, Inc.Edward Jones11-04-2016
John G. Stone Jr.NYLIFE Securities LLCEdward Jones09-15-2009
Johnny G. Brown Jr.Lombard Securities IncorporatedEdward Jones05-04-2009
Joie Virginia RidgeLPL Financial LLCEdward Jones12-02-2009
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Showing 1 to 25 of 47 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.