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
Patrick Neal MccrackenLPL Financial LLCEdward Jones11-08-2016
Nicholas BrueggemanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-16-2016
Tyler CampoMosaic Family Wealth, LLCEdward Jones01-11-2017
Donald Troy ViethSigma Financial CorporationEdward Jones$13001-12-2017
Ward Paul BrooksBankers Life Securities, Inc.Edward Jones01-13-2017
Ronald Edward WegrzynArvest Wealth ManagementEdward Jones02-09-2017
Jason Bradford DickinsonRaymond James Financial Services, Inc.Edward Jones02-10-2017
Louis Earl Wray Jr.LPL Financial LLCEdward Jones03-06-2017
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Kevin Warren YingstLPL Financial LLCEdward Jones$50003-20-2017
Joseph A MetcalfBuckingham Strategic WealthEdward Jones04-14-2017
Catherine Irene FortierCapital Markets IQ, LLCEdward Jones04-17-2017
Joseph Dival VroomWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones05-08-2017
Nicholas Gerald BirkeStifel, Nicolaus & Company, IncorporatedEdward Jones05-12-2017
Gary Dennis Cox Jr.U.S. Bancorp Investments, Inc.Edward Jones$15005-22-2017
David WernerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-20-2017
Andrew Joseph FretwellCrown Capital Securities, L.P.Edward Jones06-26-2017
David Anthony KasichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2017
Stephen Ray WhiteThe O.N. Equity Sales CompanyEdward Jones07-17-2017
William Joel IdlemanCambridge Investment Research, Inc.Edward Jones07-17-2017
Sean Mcgoogan MurphyThe O.N. Equity Sales CompanyEdward Jones08-04-2017
Jeffrey Traviss KingCommunityAmerica Financial Solutions, LLCEdward Jones08-07-2017
Zach YankerU.S. Bancorp Investments, Inc.Edward Jones10-10-2017
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$10010-31-2017
Jonathan Stewart AllardWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-02-2017
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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.