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
Alan Lee DaltonLPL Financial LLCEdward Jones$1001-08-2009
Mark Alan BehrensLPL Financial LLCEdward Jones03-04-2009
David Camille BaileyLPL Financial LLCEdward Jones03-11-2009
Marty Ray EdgeLPL Financial LLCEdward Jones05-27-2009
Kimberly S. HuntLPL Financial LLCEdward Jones11-10-2009
Christopher Ronald CracchioloLPL Financial LLCEdward Jones12-18-2009
John D. HodgkinLPL Financial LLCEdward Jones04-01-2010
Michael Kelly SharplesLPL Financial LLCEdward Jones$2505-10-2010
Michael SharplesLPL Financial LLCEdward Jones05-26-2010
Jody Brady DelvechioLPL Financial LLCEdward Jones06-25-2010
Donald G. Coggins Jr.LPL Financial LLCEdward Jones10-15-2010
Christopher Joel KeyLPL Financial LLCEdward Jones12-03-2010
Chadwick P. HendersonLPL Financial LLCEdward Jones12-03-2010
David Milton Tuxhorn Jr.LPL Financial LLCEdward Jones03-23-2011
William Scott MosesLPL Financial LLCEdward Jones$1007-01-2011
Steven Patton GrantLPL Financial LLCEdward Jones12-14-2011
Michael James DeliaLPL Financial LLCEdward Jones12-14-2011
Jaime Genaro CarmonaLPL Financial LLCEdward Jones01-13-2012
Jeffrey T. StevensLPL Financial LLCEdward Jones$10009-28-2012
Claude William Allen IVLPL Financial LLCEdward Jones08-09-2013
Daniel ArneyLPL Financial LLCEdward Jones09-27-2013
Melissa Nicole KledisLPL Financial LLCEdward Jones07-30-2015
Michael A McGilvaryLPL Financial LLCEdward Jones07-27-2016
Melissa Ragsdale HoldenLPL Financial LLCEdward Jones$2510-17-2016
Matthew William BagleyLPL Financial LLCEdward Jones01-23-2017
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Showing 1 to 25 of 29 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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