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
Jesse J. CzajaEdward JonesVoya Financial Advisors, Inc.11-04-2019
Ryan Samuel FedderStifel, Nicolaus & Company, IncorporatedTD Ameritrade, Inc.11-04-2019
Lynn M DunstonMoneta Group Investment Advisors, LLCDunston Financial Group, LLC11-01-2019
Erin Leigh HadaryMoneta Group Investment Advisors, LLCDunston Financial Group, LLC11-01-2019
Kent Thomas KobernusKrilogy Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2019
Belma MirvicEdward JonesWells Fargo Clearing Services, LLC10-30-2019
Geoffrey Taylor BowersFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-29-2019
Pamela Kuhn LentCIBC Private Wealth Advisors, Inc.LOWENHAUPT GLOBAL ADVISORS, LLC10-29-2019
Tyler Chance BarnhardtEdward JonesQuest Capital Strategies, Inc.10-28-2019
Ranie J VerbyPlancorp, LLCMoneta Group Investment Advisors, LLC10-26-2019
James Christopher BeckerJ.P. Morgan Securities LLCUBS Financial Services Inc.$15010-25-2019
Dolores M. FainJ.P. Morgan Securities LLCUBS Financial Services Inc.10-25-2019
Pamela Jean Abercrombie CappsJ.P. Morgan Securities LLCUBS Financial Services Inc.10-25-2019
James Taylor DibbleJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
James Carl AlbertsJ.P. Morgan Securities LLCUBS Financial Services Inc.10-25-2019
Francois Roger BigotEdward JonesG.F. Investment Services, LLC$10010-25-2019
John Kalvin KimEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
Kristopher Coty BrownEdward JonesJ.P. Morgan Securities LLC10-25-2019
Elizabeth Louise HaynesEdward JonesUMB Financial Services, Inc.10-21-2019
Julio Cesar MarquezEdward JonesEdward Jones10-21-2019
Jodi Michelle DetwilerEdward JonesAXA Advisors, LLC10-21-2019
Stephen J. EiflerSecurities America, Inc.MML Investors Services, LLC10-18-2019
James C BlakeBrand Asset Management Group, Inc.Thrivent Investment Management Inc.10-18-2019
James T. Morris IIIW&S Brokerage Services, Inc.Bankers Life Advisory Services, Inc.10-17-2019
Manuel Allen PalanWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$15010-17-2019
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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.