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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Johnny Butler Campbell IIWells Fargo Clearing Services, LLCEdward Jones10-11-2019
Afya Drake GabrielWells Fargo Clearing Services, LLCEdward Jones10-08-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones09-04-2019
Amanda WhitlockWells Fargo Clearing Services, LLCEdward Jones07-02-2019
Bruce A BirdWells Fargo Clearing Services, LLCEdward Jones06-24-2019
Joshua Austin HarrisWells Fargo Clearing Services, LLCEdward Jones01-29-2019
Christopher L DiasWells Fargo Clearing Services, LLCEdward Jones09-17-2018
David Anthony SheldonWells Fargo Clearing Services, LLCEdward Jones08-09-2018
Crystal Batchelor HardeeWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Eyan Michael TownsendWells Fargo Clearing Services, LLCEdward Jones$5003-29-2018
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones01-12-2018
Stacy Lee HennesseeWells Fargo Clearing Services, LLCEdward Jones04-28-2017
Thomas Gebbia JrWells Fargo Clearing Services, LLCEdward Jones12-10-2015
Zachery Daniel EdwardsWells Fargo Clearing Services, LLCEdward Jones11-13-2015
Adam R BolickWells Fargo Clearing Services, LLCEdward Jones11-03-2015
Steven Douglas BrackmanWells Fargo Clearing Services, LLCEdward Jones11-07-2014
Jason Andrew FreemanWells Fargo Clearing Services, LLCEdward Jones05-21-2014
Audrey Juanita DixonWells Fargo Clearing Services, LLCEdward Jones$5007-05-2013
William Steven CookeWells Fargo Clearing Services, LLCEdward Jones$5005-21-2013
J Winston Hollingsworth JrWells Fargo Clearing Services, LLCEdward Jones03-15-2013
James Cornelius OrloppWells Fargo Clearing Services, LLCEdward Jones$10011-26-2012
Phillip W JordanWells Fargo Clearing Services, LLCEdward Jones$1,00003-09-2012
Kurt James FellingerWells Fargo Clearing Services, LLCEdward Jones01-03-2012
Brook Nicholas BiddyWells Fargo Clearing Services, LLCEdward Jones10-06-2011
Scott Bradley WattsWells Fargo Clearing Services, LLCEdward Jones$2504-21-2011

Showing 1 to 25 of 25 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.