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.

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$1001-12-2009
Angela Sue DiehlLPL Financial LLCEdward Jones01-22-2010
Blake BassLPL Financial LLCEdward Jones$2501-03-2012
Bryson Joel McKinneyLPL Financial LLCEdward Jones04-01-2009
Carla Wickline HookerLPL Financial LLCEdward Jones01-04-2011
Casey Newsom BrightonLPL Financial LLCEdward Jones12-08-2016
Chadwick P. HendersonLPL Financial LLCEdward Jones$1012-03-2010
Christopher Joel KeyLPL Financial LLCEdward Jones12-03-2010
Christopher Ronald CracchioloLPL Financial LLCEdward Jones$2512-18-2009
Christopher S. BassLPL Financial LLCEdward Jones04-03-2009
Claude William Allen IVLPL Financial LLCEdward Jones08-09-2013
Daniel ArneyLPL Financial LLCEdward Jones$1009-27-2013
Daryl Rockford DeemLPL Financial LLCEdward Jones12-18-2012
David Camille BaileyLPL Financial LLCEdward Jones03-11-2009
David Milton Tuxhorn Jr.LPL Financial LLCEdward Jones03-23-2011
Dean Roger St MarieLPL Financial LLCEdward Jones10-19-2011
Donald Brian McClellanLPL Financial LLCEdward Jones$5007-01-2012
Donald G. Coggins Jr.LPL Financial LLCEdward Jones10-15-2010
Drew Thomas ShadeLPL Financial LLCEdward Jones09-28-2009
Edward Terral HillLPL Financial LLCEdward Jones03-01-2018
Frederick David GuntherLPL Financial LLCEdward Jones01-18-2018
Gavin Marshall LangleyLPL Financial LLCEdward Jones07-11-2011
Jaime Genaro CarmonaLPL Financial LLCEdward Jones$1001-13-2012
James Anthony Womack Jr.LPL Financial LLCEdward Jones12-15-2011
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Next Page »

Showing 1 to 25 of 56 entries

Page 1 | 2 | 3

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.