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
Jeffrey Scott Mccorkendale1st Global Capital Corp.Edward Jones$25011-15-2010
Michael Paul CassaraAllstate Financial Services, LLCEdward Jones02-27-2015
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones$10007-22-2019
David Wilson CrowAmeriprise Financial Services, Inc.Edward Jones$10002-19-2016
Joshua David WrightAmeriprise Financial Services, Inc.Edward Jones$33010-30-2015
Matthew Michael BeaverAmeriprise Financial Services, Inc.Edward Jones$10007-02-2015
Jason Christopher ImigAmeriprise Financial Services, Inc.Edward Jones10-27-2014
David Andrew SimsAmeriprise Financial Services, Inc.Edward Jones05-02-2014
James Dennis ClaytonAmeriprise Financial Services, Inc.Edward Jones$25011-01-2013
Paul Dominic OrsoAmeriprise Financial Services, Inc.Edward Jones05-04-2011
Anthony Markland DonnellyAmeriprise Financial Services, Inc.Edward Jones11-26-2010
Michael A. HasapopoulosAmeriprise Financial Services, Inc.Edward Jones$50011-19-2010
Thomas Mark NovakAmeriprise Financial Services, Inc.Edward Jones$10012-01-2009
Jason Dietrich SandfortAngell Capital Management, LLCEdward Jones02-24-2010
Timothy Scott WingenbachArlington Securities, Inc.Edward Jones08-29-2019
Ronald Edward WegrzynArvest Wealth ManagementEdward Jones02-09-2017
Matthew Byrom KeenerArvest Wealth ManagementEdward Jones09-02-2014
Darin Wayne DennisAXA Advisors, LLCEdward Jones09-25-2013
Joseph Robert WatsonAXA Advisors, LLCEdward Jones03-11-2009
Rodney Wayne SimpsonBancWest Investment Services, Inc.Edward Jones04-25-2016
Ward Paul BrooksBankers Life Securities, Inc.Edward Jones01-13-2017
Steven Cole DukeBenjamin F. Edwards & Company, Inc.Edward Jones$50006-17-2019
Barry Don HickmanBenjamin F. Edwards & Company, Inc.Edward Jones$50012-02-2013
Marcy B. PinnellBenjamin F. Edwards & Company, Inc.Edward Jones$50008-26-2013
Mohammad Ahmed Awad-EljiedBenjamin F. Edwards & Company, Inc.Edward Jones$17005-20-2011
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Showing 1 to 25 of 297 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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