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 CiolekBB&T Investment Services, Inc.Edward Jones11-04-2014
Hillary Theodosia CrossSecurities America, Inc.Edward Jones$110-23-2014
Karalee Joi CoughlinWells Fargo Clearing Services, LLCEdward Jones10-07-2014
Joshua Stearman BoyleBB&T Investment Services, Inc.Edward Jones08-11-2014
Christopher Ryan ManningFirst Citizens Investor Services, Inc.Edward Jones07-01-2014
William Warren Armfield IICommonwealth Financial NetworkEdward Jones06-20-2014
William Scott LovelessWells Fargo Clearing Services, LLCEdward Jones05-30-2014
Jason Andrew FreemanWells Fargo Clearing Services, LLCEdward Jones$10005-21-2014
Barbara Gayle HortonAmeriprise Financial Services, Inc.Edward Jones$2505-16-2014
Desiree Lee RobertsonPNC InvestmentsEdward Jones03-13-2014
Johnny Kenard RutledgeLPL Financial LLCEdward Jones$2503-10-2014
Minesh P AminBB&T INVESTMENT SERVICES, INC.Edward Jones03-10-2014
Ashley Elmo ArnsdorffBB&T Investment Services, Inc.Edward Jones01-13-2014
Myles Clement SitesBB&T Investment Services, Inc.Edward Jones01-13-2014
Stephen Michael ThomasIndependent Advisor Alliance, LLCEdward Jones12-18-2013
Phillip Scott SmithLPL Financial LLCEdward Jones12-16-2013
Michael Charles TunneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-13-2013
Joseph Earl FowlerLPL Financial LLCEdward Jones11-05-2013
Joseph E. FowlerStratos Wealth PartnersEdward Jones11-05-2013
Brent Marshall NaylorWells Fargo Clearing Services, LLCEdward Jones10-31-2013
Katherine Lindsay RobertsAmeriprise Financial Services, Inc.Edward Jones10-16-2013
Dustin Dale ThompsonRaymond James Financial Services, Inc.Edward Jones10-10-2013
Nancy Putnam GriffithWells Fargo Clearing Services, LLCEdward Jones09-30-2013
Brandon Todd LokitsWells Fargo Clearing Services, LLCEdward Jones09-27-2013
Daniel ArneyLPL Financial LLCEdward Jones$2509-27-2013
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Showing 76 to 100 of 254 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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