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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cameron Hunter SwansonEdward JonesSaybrus Equity Services, LLC06-24-2019
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Tim James BrennanHynes Advisory Group LLCCeros Financial Services, Inc.$2506-24-2019
Mohammed Zamir Muniruddin SaiyedEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Joshua Wayne ArmstrongAlbatross Investment Services LLCAlbatross Investment Services LLC06-20-2019
Justin Ernest RichEdward JonesBMO Harris Financial Advisors, Inc.06-19-2019
Eric James LamannaEdward JonesAmerican Funds Distributors, Inc.06-19-2019
Carl Frederick Worden IIISaxony Securities, Inc.Centaurus Financial, Inc.06-18-2019
Matthew Coleman JenkinsCetera Investment Services LLCU.S. Bancorp Investments, Inc.06-17-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
David Michael RoperEdward JonesWells Fargo Clearing Services, LLC06-17-2019
Justin D MagerEdward JonesLPL Financial LLC06-17-2019
Steven Cole DukeBenjamin F. Edwards & Company, Inc.Edward Jones06-17-2019
Matthew Robert SchallerMoneta Group Investment Advisors, LLCParadigm Financial Advisors LLC06-17-2019
Jeffrey Glen RushMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-14-2019
Jack Joseph CantalinMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.06-14-2019
Joshua C. ThornhillCenter Street Securities, Inc.MML Investors Services, LLC06-13-2019
Amanda Leigh MerrillBuckingham Strategic Wealth, LLCMoneta Group Investment Advisors, LLC06-13-2019
Robert Allen FruendSecurities Management & Research, Inc.Securities Management & Research, Inc.06-12-2019
Craig K. BillingsleyMoloney Securities Co., Inc.Morgan Stanley$5006-11-2019
Robert D. McCrackenWells Fargo Clearing Services, LLCPension Consultants Inc06-11-2019
Robert Philip ShowersSecurities Service Network, LLCAmeritas Investment Company, LLC06-10-2019
Amanda Nicole DworznickiEdward JonesEdward Jones06-10-2019
Armando IglesiasEdward JonesFidelity Brokerage Services LLC06-10-2019
Baishi WangEdward JonesLadenburg Thalmann & Co. Inc.06-10-2019
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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.