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
Matthew P. WojickFBL Marketing Services, LLCEdward Jones01-24-2020
Jacquelyn MarquardtLPL Financial LLCEdward Jones01-17-2020
Matt Thomas MertensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Tyler James KuskeLPL Financial LLCEdward Jones11-15-2019
John LavinAmeriprise Financial Services, LLCEdward Jones10-24-2019
Joseph David DezielAmeriprise Financial Services, LLCEdward Jones09-25-2019
James Francis SirekWells Fargo Clearing Services, LLCEdward Jones$15009-10-2019
Tenner StoeU.S. Bancorp Investments, Inc.Edward Jones09-03-2019
Andrew Steven HolteLPL Financial LLCEdward Jones08-07-2019
Andrew James RobertsSecurities America, Inc.Edward Jones06-20-2019
Cody C RiestererNYLIFE Securities LLCEdward Jones05-22-2019
Jason EnglebretsonWells Fargo Clearing Services, LLCEdward Jones05-06-2019
Jennifer Elaine MitchellRBC Capital Markets, LLCEdward Jones01-28-2019
Leann LambrechtU.S. Bancorp Investments, Inc.Edward Jones01-15-2019
Linda K. WinkelmanU.S. Bancorp Investments, Inc.Edward Jones$15001-11-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Gary Lawrence WaltersAmeriprise Financial Services, LLCEdward Jones11-16-2018
Nicholas Wayne VanvonderenPruco Securities, LLC.Edward Jones09-26-2018
Thomas Charles DeanWaddell & ReedEdward Jones08-20-2018
Ashley Nicole PizerSecurian Financial Services, Inc.Edward Jones08-15-2018
Susan Caroline CevetteLPL Financial LLCEdward Jones$5007-27-2018
Jordan Jared PearsonAmeriprise Financial Services, LLCEdward Jones07-18-2018
Donna Marie GundersonAmeriprise Financial Services, LLCEdward Jones06-15-2018
Haley Espe ZajacTD Ameritrade Investment Management, LLCEdward Jones04-05-2018
Brian JonesNextGen Financial Advice LLCEdward Jones03-13-2018
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Showing 1 to 25 of 154 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.