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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Hampton WilkieEdward JonesAmeriprise Financial Services, Inc.01-05-2009
Patrick James TuiteEdward JonesAXA Advisors, LLC02-02-2009
Eddie Ray ConradEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50003-27-2009
Britt Franklin WrightEdward JonesBanc of America Investment Services, Inc.$50005-15-2009
Josh A GarbertEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2009
Chad Robert BarberEdward JonesMML Investors Services, LLC$25005-26-2009
Donna Gwendolyn CollinsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-29-2009
Michael L. SimpsonEdward JonesMorgan Stanley$25007-02-2009
Tracy Lance CollinsEdward JonesLPL Financial LLC08-10-2009
Anthony Dean RobbinsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50001-15-2010
Mara Anne WessellEdward JonesCantella & Co., Inc.$10004-16-2010
Michael SharplesEdward JonesLPL Financial LLC05-26-2010
James Alan TorpeyEdward JonesUBS Financial Services Inc.$25009-10-2010
Donald Milton Adkins IIEdward JonesRBC Capital Markets, LLC$15010-08-2010
Deanna Suits ChiltonEdward JonesRBC Capital Markets, LLC$50010-08-2010
Thomas Edward HardisonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$25005-13-2011
Jill Franklin SimmonsEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10005-27-2011
Carol Anna HartisEdward JonesMorgan Stanley$10008-12-2011
Joel E YowEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25009-09-2011
Thomas Odell AllredEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-30-2011
Mary Beth BrodyEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15008-17-2012
Friend Michael WilliamsEdward JonesSunTrust Investment Services, Inc.12-21-2012
Julie Ann CoffeyEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-14-2013
Mark Phillip DespagniEdward JonesUBS Financial Services Inc.04-26-2013
Joseph E. FowlerEdward JonesStratos Wealth Partners11-05-2013
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Showing 1 to 25 of 71 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.