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
Thomas J. BascomLPL Financial LLCEdward Jones07-16-2009
Glenn D. WiluszPFS Investments Inc.Edward Jones06-08-2010
Daniel Paul McCarthyLPL Financial LLCEdward Jones12-05-2011
Richard Brian AndersonLPL Financial LLCEdward Jones12-12-2011
Michael Paul FrancoeurCambridge Investment Research, Inc.Edward Jones01-06-2012
Richard Samuel HilowLPL Financial LLCEdward Jones$1005-29-2012
Denise E. PetrinWells Fargo Clearing Services, LLCEdward Jones$5007-06-2012
Christina Joy ApgarVALIC Financial Advisors, Inc.Edward Jones07-10-2012
Zachary Stephen GeorgeRBC Capital Markets, LLCEdward Jones06-12-2015
Irina V. AndreasenLPL Financial LLCEdward Jones$1006-15-2015
Robert J. BoulangerRBC Capital Markets, LLCEdward Jones$2509-16-2015
Joshua Ryan ChabotAmeriprise Financial Services, Inc.Edward Jones12-11-2015
Scott Allington TrendellAmeriprise Financial Services, Inc.Edward Jones$10007-29-2016
Joshua HouleRaymond JamesEdward Jones$5011-03-2016
Joshua Ian HouleRaymond James Financial Services, Inc.Edward Jones$2511-03-2016
Christopher NagleSantander Securities LLCEdward Jones06-16-2017
Kim Elizabeth CasteloAmeriprise Financial Services, Inc.Edward Jones06-27-2018

Showing 1 to 17 of 17 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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