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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lynn Champion SelbyRaymond James Financial Services, Inc.Edward Jones$5006-30-2011
Myndret Charles Busack IIIFirst Command Financial Planning, Inc.Edward Jones$10006-28-2011
William Fredrick BoykinLPL Financial LLCEdward Jones06-22-2011
Boyd Parks BarnhardtUBS Financial Services Inc.Edward Jones06-17-2011
Kenneth Martin WinceFifth Third Securities, Inc.Edward Jones06-10-2011
Joshua Mark HammBB&T Investment Services, Inc.Edward Jones06-06-2011
Andrew Edward JohnsonE*TRADE Securities LLCEdward Jones$2506-01-2011
Luis Guillermo CzerniakAllstate Financial Services, LLCEdward Jones06-01-2011
Jeffrey Mark YorkLPL Financial LLCEdward Jones05-23-2011
Andrew Richard HarppMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Michael Paul PhillipsAmeriprise Financial Services, LLCEdward Jones05-12-2011
Joseph Francis NeuWaddell & ReedEdward Jones05-01-2011
David Winfield MillerFirst Citizens Investor Services, Inc.Edward Jones04-29-2011
Patrick James TuiteWells Fargo Clearing Services, LLCEdward Jones04-29-2011
Scott Bradley WattsWells Fargo Clearing Services, LLCEdward Jones04-21-2011
William T PayneBB&T Investment Services, Inc.Edward Jones$10004-11-2011
Gary Reid ClementsonPrincipal Securities, Inc.Edward Jones04-06-2011
David Milton Tuxhorn Jr.LPL Financial LLCEdward Jones03-23-2011
Thomas Theodore GerardiBB&T Investment Services, Inc.Edward Jones03-07-2011
Brandan Matthew KotBB&T Investment Services, Inc.Edward Jones02-02-2011
Carla Wickline HookerLPL Financial LLCEdward Jones01-04-2011
Tobias Allan MeekBB&T Investment Services, Inc.Edward Jones12-20-2010
Richard Steve LetchworthWells Fargo Clearing Services, LLCEdward Jones$15012-17-2010
Robert Scott WieseAmeriprise Financial Services, LLCEdward Jones12-15-2010
John T. QuiggleLPL Financial LLCEdward Jones$1012-10-2010
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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.