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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones07-22-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Sean A ScotneyLPL Financial LLCEdward Jones$1006-07-2019
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Ryan C. JuddW&S Brokerage Services, Inc.Edward Jones09-12-2018
Corey M. StackhouseHuntleigh Securities CorporationEdward Jones07-11-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1004-13-2018
William John AndersonHuntleigh Securities CorporationEdward Jones04-02-2018
Jeffrey Lee GoffWaddell & ReedEdward Jones$15003-13-2018
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$2611-13-2017
Jonathan Stewart AllardWells Fargo Clearing Services, LLCEdward Jones11-02-2017
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$1010-31-2017
Stephen Ray WhiteThe O.N. Equity Sales CompanyEdward Jones07-17-2017
William Joel IdlemanCambridge Investment Research, Inc.Edward Jones07-17-2017
David Anthony KasichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2017
David WernerWells Fargo Clearing Services, LLCEdward Jones06-20-2017
Tyler CampoPurshe Kaplan Sterling InvestmentsEdward Jones06-08-2017
Kevin Warren YingstLPL Financial LLCEdward Jones$5003-20-2017
Louis WrayLPL Financial LLCEdward Jones$12103-06-2017
David Charles La RueLPL Financial LLCEdward Jones$5011-07-2016
Curtis Randall GreenLPL Financial LLCEdward Jones10-31-2016
Taysha Colvin PattersonLPL Financial LLCEdward Jones10-11-2016
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Showing 1 to 25 of 122 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.

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