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
Myles C. SitesBB&T Investment Services, Inc.Edward Jones01-13-2014
Ashley Elmo ArnsdorffBB&T Investment Services, Inc.Edward Jones$1001-13-2014
Phillip Scott SmithLPL Financial LLCEdward Jones$1012-16-2013
Michael Charles TunneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-13-2013
Joseph Earl FowlerLPL Financial LLCEdward Jones11-05-2013
Brent Marshall NaylorWells Fargo Clearing Services, LLCEdward Jones$2510-31-2013
Katherine Lindsay RobertsAmeriprise Financial Services, LLCEdward Jones10-16-2013
Dustin Dale ThompsonRaymond James Financial Services, Inc.Edward Jones10-10-2013
Nancy Putnam GriffithWells Fargo Clearing Services, LLCEdward Jones$5009-30-2013
Daniel ArneyLPL Financial LLCEdward Jones$1009-27-2013
Brandon Todd LokitsWells Fargo Clearing Services, LLCEdward Jones09-27-2013
Jon Kyle WilliamsBB&T Investment Services, Inc.Edward Jones08-30-2013
Claude William Allen IVLPL Financial LLCEdward Jones08-09-2013
Audrey Juanita DixonWells Fargo Clearing Services, LLCEdward Jones07-05-2013
Kevin Patrick RandallNorthwestern Mutual Investment Services, LLCEdward Jones06-17-2013
Luke Warren McKelvyCommonwealth Financial NetworkEdward Jones$1006-12-2013
Richard Kelley Downey IIWells Fargo Clearing Services, LLCEdward Jones06-04-2013
William Steven CookeWells Fargo Clearing Services, LLCEdward Jones$1005-21-2013
Britt Franklin WrightSouthport CapitalEdward Jones$105-09-2013
Jimmy LuongPrincipal Securities, Inc.Edward Jones05-01-2013
Adam Gregory DupuisWells Fargo Clearing Services, LLCEdward Jones04-29-2013
John Hampton WilkieNationwide Securities, LLCEdward Jones03-21-2013
J Winston Hollingsworth Jr.Wells Fargo Clearing Services, LLCEdward Jones03-15-2013
Amanda Nicole DonnisonWells Fargo Clearing Services, LLCEdward Jones$5003-14-2013
Garrett Daniel LayellCetera Advisor Networks LLCEdward Jones03-06-2013
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Showing 151 to 175 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.