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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones$10007-22-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones$50007-17-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Keith Robert CollinsFarmers Financial Solutions, LLCEdward Jones07-03-2019
Steven Cole DukeBenjamin F. Edwards & Company, Inc.Edward Jones$50006-17-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Sean A ScotneyLPL Financial LLCEdward Jones$10006-07-2019
Scott Michael PetersonFinancial & Tax Architects, Inc.Edward Jones06-05-2019
Benny J. StewartThe O.N. Equity Sales CompanyEdward Jones04-15-2019
Tyler A. WattsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-21-2019
Philip R. Schwab Jr.Moneta Group Investment Advisors, LLCEdward Jones03-08-2019
Paul Michael HulenRaymond James & Associates, Inc.Edward Jones$15003-01-2019
Ashley Kohm WunderlichMoneta Group Investment Advisors, LLCEdward Jones01-15-2019
Paul David Russell Jr.Northwestern Mutual Investment Services, LLCEdward Jones01-09-2019
Justin Curtis RueterCompass Retirement Group LLCEdward Jones12-19-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Samantha Lynn TitchenalWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones12-03-2018
Antonio Deniro McdonaldWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-01-2018
Keaten Allen LandisNYLIFE Securities LLCEdward Jones10-25-2018
Shean Elton FletcherLPL Financial LLCEdward Jones$10010-05-2018
Edward Lawrence InchiostroCetera Investment Services LLCEdward Jones$15010-01-2018
Blaise HeckmanMML Investors Services, LLCEdward Jones$15009-25-2018
Chad Jacob WarrenLPL Financial LLCEdward Jones$15009-17-2018
Ryan C. JuddW&S Brokerage Services, Inc.Edward Jones09-12-2018
Matthew Edward EhrenreichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2018
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Showing 1 to 25 of 27 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.


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