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
Tiffany B FoxEdward JonesEdward Jones04-13-2020
Cynthia Kay WhitmanCutter & Company, Inc.Edward Jones03-09-2020
Misty Dawn CaberEdward JonesEdward Jones02-17-2020
Alan SpragginsLPL Financial LLCEdward Jones02-05-2020
Lee M. SchuermannVisionary Wealth Advisors, LLCEdward Jones01-15-2020
Brandon S StewartEdward JonesEdward Jones12-05-2019
Brendan SullivanWells Fargo Clearing Services, LLCEdward Jones12-02-2019
Thomas Richard WrightPruco Securities, LLC.Edward Jones11-29-2019
Caleb Sutton MedleyLPL Financial LLCEdward Jones11-04-2019
Julio Cesar MarquezEdward JonesEdward Jones10-21-2019
Andreas Leonardo MarsalaEdward JonesEdward Jones10-07-2019
Garrett Samuel TingleRoyal Alliance Associates, Inc.Edward Jones09-30-2019
Chinwe MbahEdward JonesEdward Jones09-30-2019
Lisa ThaiEdward JonesEdward Jones09-23-2019
A. C. Brown Jr.Datatex Investment Services IncEdward Jones$2509-04-2019
Richard Arthur Hearn IIIEdward JonesEdward Jones09-04-2019
Timothy Scott WingenbachArlington Securities, Inc.Edward Jones08-29-2019
Kevin P. Shaughnessy Sr.U.S. Bancorp Investments, Inc.Edward Jones08-15-2019
Teresa Margaret WhiteLPL Financial LLCEdward Jones08-12-2019
Davaul CarterEdward JonesEdward Jones08-12-2019
Marcia Ann WilsonEdward JonesEdward Jones08-09-2019
Steven Gerard EhrhardMML Investors Services, LLCEdward Jones07-31-2019
Casey W. StickAmeriprise Financial Services, LLCEdward Jones07-22-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Alyssa Eileen WemyssEdward JonesEdward Jones07-15-2019
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Showing 1 to 25 of 496 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.