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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul William CochranEdward JonesFeltl & Company$5008-07-2020
Marvin Chris Vike IIIEdward JonesHorace Mann Investors, Inc.07-31-2020
Stacey Marie NelsonEdward JonesBirchwood Financial Partners, Inc.06-30-2020
Andrea J MackayEdward JonesMorgan Stanley01-30-2020
Benjamin R BarrettEdward JonesPruco Securities, LLC.10-14-2019
Jordan Michael OlsonEdward JonesTD Ameritrade, Inc.08-09-2019
Kimberly Ann BorstEdward JonesDAI Wealth, Inc.06-25-2019
David Michael RoperEdward JonesWells Fargo Clearing Services, LLC06-17-2019
Kelvin Eugene SohlEdward JonesThrivent Investment Management Inc.$1003-29-2019
Kent Fellman LarsonEdward JonesVoya America Equities, Inc.02-01-2019
Ryan Patrick EsseEdward JonesNYLIFE Securities LLC01-18-2019
Joseph Paul TauerEdward JonesCetera Advisor Networks LLC11-30-2018
John Richard VancampEdward JonesNYLIFE Securities LLC11-16-2018
Larry Alan MathisonEdward JonesIntegrity Funds Distributor, LLC$50011-06-2018
Nicholas P MaiersEdward JonesThrivent Investment Management Inc.08-17-2018
Cody RielandEdward JonesLPL Financial LLC08-03-2018
Gregory Thomas DonahueEdward JonesE*TRADE Capital Management, LLC07-18-2018
Joseph Scott YeadoEdward JonesFidelity Personal and Workplace Advisors07-13-2018
Steven Brodrick ShiekEdward JonesWells Fargo Clearing Services, LLC04-02-2018
Kory Robert DeadrickEdward JonesThrivent Investment Management Inc.01-26-2018
Peter Eugene CongdonEdward JonesRaymond James Financial Services, Inc.$5009-01-2017
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Linda J OlsonEdward JonesWells Fargo Clearing Services, LLC12-02-2016
Aubrey Ann Hoggarth CookEdward JonesAmeriprise Financial Services, LLC08-08-2016
Julie Ann LeichtnamEdward JonesRaymond James Financial Services, Inc.04-01-2016
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Showing 1 to 25 of 40 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.