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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cole Philip ChiappialleLPL Financial LLCEdward Jones09-08-2020
Douglas E EsenwineCitizens Securities, Inc.Edward Jones08-26-2020
Pablo TeranMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2020
Kenneth DiazPrincipal Securities, Inc.Edward Jones06-13-2020
Timothy Mac KampAmeriprise Financial Services, LLCEdward Jones05-08-2020
Ashley Benton FellersCambridge Investment Research, Inc.Edward Jones$15003-06-2020
Janine Renee SchuetteThe Huntington Investment CompanyEdward Jones02-18-2020
Tyler NowotnyThe Retirement Guys FormulaEdward Jones02-14-2020
Ernest E Cunningham IIICetera Investment Services LLCEdward Jones01-24-2020
Geoffrey ZieglerRaymond James & Associates, Inc.Edward Jones$15001-09-2020
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
John NelsonEquitable Advisors, LLCEdward Jones12-04-2019
Sean Micheal SencyPruco Securities, LLC.Edward Jones12-02-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Scott BealW&S Brokerage Services, Inc.Edward Jones09-20-2019
Craig Michael BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2019
Todd Richard IlleCabot Lodge Securities LLCEdward Jones$15008-02-2019
Michael Anthony NormanLincoln Financial Advisors CorporationEdward Jones$15008-02-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
Brook BrightAmeriprise Financial Services, LLCEdward Jones07-25-2019
Zachary Tyson SteinmetzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-22-2019
Derek Lee CrihfieldAmeriprise Financial Services, LLCEdward Jones07-05-2019
Matthew L GilbertJ.P. Morgan Securities LLCEdward Jones06-27-2019
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-03-2019
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Showing 1 to 25 of 118 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.