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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan Robert LaundraEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-27-2009
Thomas Joseph CraneEdward JonesThrivent Investment Management Inc.04-09-2009
Denise Ann BarowiczEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50007-02-2009
Louis Thomas DeleguardiaEdward JonesFifth Third Securities, Inc.$50007-06-2009
April M ArmstrongEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2009
James Michael ReslockEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10007-17-2009
Christopher Dale MillwardEdward JonesThe Huntington Investment Company10-01-2009
Erik Dahlin KramerEdward JonesKey Investment Services LLC11-06-2009
Samieh Michael EmiahEdward JonesFifth Third Securities, Inc.$10002-05-2010
Bryan Blaine KadingEdward JonesLincoln Financial Distributors, Inc.$25010-29-2010
Kim Colette MacgregorEdward JonesPNC Investments$25012-06-2010
Benjamin Edward HoggEdward JonesChase Investment Services Corp.$50003-07-2011
Maureen M. ElliottEdward JonesKey Investment Services LLC$10004-29-2011
Marc Thomas VansolkemaEdward JonesChase Investment Services Corp.$10011-04-2011
Pamela Helynn KirchoffEdward JonesLPL Financial LLC$25002-10-2012
Brandy Nichole EgglestonEdward JonesPNC Investments06-29-2012
Christopher Robert RiesgrafEdward JonesRBC Capital Markets, LLC06-09-2014
Mary Kay M. ZoulekEdward JonesMML Distributors, LLC$10003-02-2015
Nickolas Ray RoederEdward JonesAXA Advisors, LLC03-23-2015
Dennis James TaylorEdward JonesMorgan Stanley$25004-20-2015
Adam Michael ThielEdward JonesMorgan Stanley$10006-29-2015
Nicole Faith NarkusEdward JonesHantz Financial Services, Inc.08-10-2015
James Gregory MickensEdward JonesNorthwestern Mutual Investment Services, LLC09-02-2015
John S. SeculoffEdward JonesThe Mutual Fund Store03-04-2016
Shayne Hope AtwoodEdward JonesWaddell & Reed05-31-2016
Next Page »

Showing 1 to 25 of 45 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.


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