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
Preston Patrick PelhamEdward JonesMorgan Stanley08-21-2020
Susan M ClausenEdward JonesCAPTRUST06-08-2020
Joshua Michael NunneleyEdward JonesJ.P. Morgan Securities LLC04-14-2020
Anthony J DAngeloEdward JonesThe Huntington Investment Company03-16-2020
David Allen FantEdward JonesVALIC Financial Advisors, Inc.02-26-2020
Brian Thomas DoverEdward JonesRaymond James & Associates, Inc.$2502-25-2020
Lisa Ann ImbrunnoneEdward JonesThe Huntington Investment Company$2501-31-2020
Kyle William DuryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-19-2019
David HalvorsonEdward JonesMorgan Stanley11-22-2019
Eric John ObrienEdward JonesAmeriprise Financial Services, LLC09-23-2019
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
Bret T CookEdward JonesRaymond James Financial Services, Inc.$5008-23-2019
Robert Edward ClarkEdward JonesFinancial Engines Advisors L.L.C.07-22-2019
Mark M ChrobakEdward JonesJ.P. Morgan Securities LLC07-18-2019
Thomas J HalonenEdward JonesFarmers Financial Solutions, LLC05-10-2019
Douglas CelliniEdward JonesHorace Mann Investors, Inc.04-22-2019
Erin Marie SpigielEdward JonesAvantax Investment Services, Inc.04-01-2019
Hannah NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Mark Michael FryeEdward JonesSpire Securities, LLC02-01-2019
Melissa Anne SiltaEdward JonesWells Fargo Clearing Services, LLC01-18-2019
Rachel Lynn KierasEdward JonesCommonwealth Financial Network12-17-2018
Brandon Thomas PatroneEdward JonesSignator Investors, Inc.11-19-2018
Sharlee Nicole ZalewskiEdward JonesPNC Investments03-02-2018
Alice Cameron DolbowEdward JonesRobert W. Baird & Co. Incorporated02-28-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
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Showing 1 to 25 of 66 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.