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
Daniel ArneyLPL Financial LLCEdward Jones09-27-2013
David Anthony SheldonWells Fargo Clearing Services, LLCEdward Jones08-09-2018
David Camille BaileyLPL Financial LLCEdward Jones03-11-2009
David Gene VarnerAmeriprise Financial Services, Inc.Edward Jones$2508-05-2015
David Milton Tuxhorn Jr.LPL Financial LLCEdward Jones03-23-2011
David Winfield MillerFirst Citizens Investor Services, Inc.Edward Jones$1004-29-2011
Donald G. Coggins Jr.LPL Financial LLCEdward Jones10-15-2010
Donnie Dixon StilesWells Fargo Clearing Services, LLCEdward Jones03-20-2019
Dustin Dale ThompsonRaymond James Financial Services, Inc.Edward Jones10-10-2013
Edward Terral HillLPL Financial LLCEdward Jones03-01-2018
Eyan Michael TownsendWells Fargo Clearing Services, LLCEdward Jones$5003-29-2018
Frederick David GuntherLPL Financial LLCEdward Jones$10001-18-2018
George Bryant GoodmanLincoln Financial Securities CorporationEdward Jones03-26-2009
Gregory Yowell EllingtonRaymond James Financial Services, Inc.Edward Jones07-25-2016
Henry KahenAmeriprise Financial Services, Inc.Edward Jones$5006-10-2019
Hillary Theodosia CrossSecurities America, Inc.Edward Jones10-23-2014
J Winston Hollingsworth Jr.Wells Fargo Clearing Services, LLCEdward Jones03-15-2013
Jaime Genaro CarmonaLPL Financial LLCEdward Jones01-13-2012
James A. McCuaigAmeriprise Financial Services, Inc.Edward Jones05-18-2015
James Cornelius OrloppWells Fargo Clearing Services, LLCEdward Jones11-26-2012
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Jason Andrew FreemanWells Fargo Clearing Services, LLCEdward Jones$10005-21-2014
Jeffrey T. StevensLPL Financial LLCEdward Jones$10009-28-2012
Jessica Marie Norris ChatmonLPL Financial LLCEdward Jones01-22-2018
Jody Brady DelvechioLPL Financial LLCEdward Jones06-25-2010
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Showing 26 to 50 of 109 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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