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
Brent Marshall NaylorEdward JonesWells Fargo Clearing Services, LLC$2503-22-2019
Timothy Ray PollardEdward JonesPrivate Advisor Group, LLC$1002-22-2019
Johnathon Edward PittsEdward JonesLPL Financial LLC01-18-2019
Suzette Lee McintyreEdward JonesRaymond James Financial Services, Inc.12-17-2018
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
Susanne Smith MillerEdward JonesBB&T Securities, LLC06-14-2018
James Colby LylesEdward JonesWells Fargo Clearing Services, LLC03-29-2018
Nathan Alexander MoserEdward JonesBb&T Investment Services, Inc.$102-23-2018
Suzanne G BarhamEdward JonesKestra Investment Services, LLC$5001-26-2018
Bruce A BirdEdward JonesPruco Securities, LLC.12-21-2017
Kelly Suzanne LuckhausEdward JonesLPL Financial LLC08-18-2017
Jonathan Daniel WakinEdward JonesCapital Investment Group, Inc.07-14-2017
Matthew Ray RiggsEdward JonesRaymond James Financial Services, Inc.$15005-19-2017
Gary ChmielewskiEdward JonesRaymond James Financial Services, Inc.$2504-17-2017
William Joseph DixonEdward JonesProEquities, Inc.$15004-13-2017
Sam Andrew MorrisonEdward JonesBB&T Investment Services, Inc.03-03-2017
Dustin Mychael VanweerdhuizenEdward JonesLPL Financial LLC10-21-2016
Melody Ann JohnsonEdward JonesLPL Financial LLC$15009-09-2016
Wingate Gordon Joyner Jr.Edward JonesRBC Capital Markets, LLC$108-26-2016
Paul Jeffrey TuckerEdward JonesPacific Select Distributors, LLC$105-31-2016
Joshua Robert SeligsonEdward JonesCapFinancial Securities, LLC.03-03-2016
Raif John ToddEdward JonesSaybrus Equity Services, LLC$10002-01-2016
Joshua Stearman BoyleEdward JonesBB&T Investment Services, Inc.08-14-2015
Adam Eric AckermanEdward JonesConsolidated Securities07-06-2015
Trey Eakin SchnippelEdward JonesWells Fargo Advisors Financial Network, LLC06-15-2015
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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.


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