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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones$10010-24-2012
Kelly Turner MorrisRaymond James Financial Services, Inc.Edward Jones10-12-2012
Robert Crosby AlgerRaymond James Financial Services, Inc.Edward Jones$110-12-2012
James Robert Servatius Jr.Certussecurities, Inc.Edward Jones10-05-2012
Jeffrey Tucker StevensLPL Financial LLCEdward Jones$109-28-2012
Larry Wayne Keith Jr.Wells Fargo Clearing Services, LLCEdward Jones09-28-2012
David Roger HuntRaymond James Financial Services, Inc.Edward Jones09-21-2012
Jon Christopher DobsonRaymond James Financial Services, Inc.Edward Jones08-24-2012
Kimberly Jo BetzBB&T Investment Services, Inc.Edward Jones08-13-2012
Josh A GarbertAmeriprise Financial Services, Inc.Edward Jones$1007-31-2012
Donald Brian McclellanLPL Financial LLCEdward Jones07-01-2012
Gregory Mark HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2012
John Philip PasseyRaymond James Financial Services, Inc.Edward Jones06-20-2012
James Robert EdwardsSoutheast Investments, N.C., Inc.Edward Jones06-19-2012
Robert E SwankBB&T Investment Services, Inc.Edward Jones06-19-2012
Ruth Ann BarriosBB&T Investment Services, Inc.Edward Jones05-14-2012
Timothy Douglas HintonPrincipal Securities, Inc.Edward Jones04-20-2012
Eric MoyeMetLife Securities Inc.Edward Jones04-16-2012
Michael Jason WadeCertussecurities, Inc.Edward Jones04-01-2012
Michael JonesCantella & Co., Inc.Edward Jones$2503-20-2012
Phillip W. JordanWells Fargo Clearing Services, LLCEdward Jones$1,00003-09-2012
Jay Conan DougallWaddell & ReedEdward Jones02-28-2012
Stephen Bradley HalesBB&T Investment Services, Inc.Edward Jones02-13-2012
Brian John HurstRoyal Alliance Associates, Inc.Edward Jones01-18-2012
Donald Robert MandevilleBB&T INVESTMENT SERVICES, INC.Edward Jones01-17-2012
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Showing 126 to 150 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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