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
Jacquelyn MarquardtLPL Financial LLCEdward Jones01-17-2020
Tyler James KuskeLPL Financial LLCEdward Jones11-15-2019
Andrew Steven HolteLPL Financial LLCEdward Jones08-07-2019
Susan Caroline CevetteLPL Financial LLCEdward Jones$5007-27-2018
Nicholas Allan ThomLPL Financial LLCEdward Jones11-06-2017
Anthony Reinard Marrie Jr.LPL Financial LLCEdward Jones10-20-2017
Christopher James GervaisLPL Financial LLCEdward Jones10-24-2016
Joseph Clayton MarrsLPL Financial LLCEdward Jones05-07-2015
Daniel David LottsLPL Financial LLCEdward Jones09-04-2014
Gary Mark WilliamsonLPL Financial LLCEdward Jones$2505-29-2013
Roy Robert PapenfussLPL Financial LLCEdward Jones$1002-26-2013
Natalie Ann BrinkmanLPL Financial LLCEdward Jones$2502-17-2012
Kenneth Russell QuistLPL Financial LLCEdward Jones$2501-06-2012
Amy Loraine O'KeefeLPL Financial LLCEdward Jones12-02-2011
Peter Preston MullinLPL Financial LLCEdward Jones11-01-2011
Patrick John DeegLPL Financial LLCEdward Jones$2512-16-2010
James Clinton Kramer IIILPL Financial LLCEdward Jones05-28-2010
Laura Claire ZahnLPL Financial LLCEdward Jones09-08-2009
John Christopher SherwinLPL Financial LLCEdward Jones01-12-2009

Showing 1 to 19 of 19 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.