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
Jonas Phillip BoyerTriad Financial Advisors, Inc.Edward Jones03-18-2020
Lisa Angelica HembyPrincipal Securities, Inc.Edward Jones02-28-2020
Timothy Michael WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2020
Jarrod Michael HilemanMorgan StanleyEdward Jones02-13-2020
Ross RyanProsperity Capital AdvisorsEdward Jones02-11-2020
Lisa D FradyMutual of Omaha Investor Services, Inc.Edward Jones01-16-2020
Joshua GrossR.M. Stark & Co., Inc.Edward Jones01-15-2020
James Hayward SuttonMML Investors Services, LLCEdward Jones01-15-2020
Renee Danielle CooleyFSC Securities CorporationEdward Jones12-17-2019
Jonathan Daniel WakinPark Avenue Securities LLCEdward Jones12-03-2019
Robert W. PhillipsFirst Command Financial Planning, Inc.Edward Jones11-19-2019
Lance Dawayne StanislausW&S Brokerage Services, Inc.Edward Jones10-21-2019
Johnny Butler Campbell IIWells Fargo Clearing Services, LLCEdward Jones10-11-2019
Benjamin Gordon BaileyDMJ Wealth Advisors, LLCEdward Jones10-09-2019
Afya GabrielWells Fargo Clearing Services, LLCEdward Jones10-08-2019
Nathan Curtis StoverHornor, Townsend & Kent, LLCEdward Jones09-04-2019
Logan Jackson SmithM Holdings Securities, Inc.Edward Jones09-04-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones09-04-2019
Audrey Bourne GrimballPruco Securities, LLC.Edward Jones08-26-2019
Justin Lee JonesCharles Schwab & Co., Inc.Edward Jones08-22-2019
Joseph Angelo GiordanoPark Avenue Securities LLCEdward Jones08-16-2019
Devonte L IvoryW&S Brokerage Services, Inc.Edward Jones07-19-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Ashley Jennifer CedroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-12-2019
Amanda WhitlockWells Fargo Clearing Services, LLCEdward Jones07-02-2019
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Showing 1 to 25 of 323 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.