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
Wade Scott SchmidtLPL Financial LLCEdward Jones02-25-2019
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Jessica Marie Norris ChatmonLPL Financial LLCEdward Jones01-22-2018
Casey Newsom BrightonLPL Financial LLCEdward Jones12-08-2016
Michael A McGilvaryLPL Financial LLCEdward Jones07-27-2016
Rebekah Warrick WebbLPL Financial LLCEdward Jones07-20-2016
Melissa Nicole KledisLPL Financial LLCEdward Jones07-30-2015
Dean Roger St MarieLPL Financial LLCEdward Jones10-19-2011
Nichole Lorraine ConlonLPL Financial LLCEdward Jones07-11-2011
Gavin Marshall LangleyLPL Financial LLCEdward Jones07-11-2011
William Fredrick BoykinLPL Financial LLCEdward Jones06-22-2011
David Milton Tuxhorn Jr.LPL Financial LLCEdward Jones03-23-2011
Carla Wickline HookerLPL Financial LLCEdward Jones01-04-2011
Christopher Joel KeyLPL Financial LLCEdward Jones12-03-2010
Sumner M Parham IIILPL Financial LLCEdward Jones09-03-2010
Jody Brady DelvechioLPL Financial LLCEdward Jones06-25-2010
Angela Sue DiehlLPL Financial LLCEdward Jones01-22-2010
Tracy Lance CollinsLPL Financial LLCEdward Jones10-20-2009
Drew Thomas ShadeLPL Financial LLCEdward Jones09-28-2009
Christopher Shawn BassLPL Financial LLCEdward Jones04-03-2009
Kevin Todd GobbleLPL Financial LLCEdward Jones04-01-2009
Edward Terral HillLPL Financial LLCEdward Jones$10003-01-2018
Frederick David GuntherLPL Financial LLCEdward Jones$10001-18-2018
Johnny Kenard RutledgeLPL Financial LLCEdward Jones$10003-10-2014
Phillip Scott SmithLPL Financial LLCEdward Jones$10012-16-2013
Next Page »

Showing 1 to 25 of 56 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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