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 |
|---|---|---|---|---|
| Robin Lynette Larue-Beasley | LPL Financial LLC | Edward Jones | — | 03-09-2012 |
| Robert Stephan Ruckman | Cetera Advisors LLC | Edward Jones | $10 | 03-02-2012 |
| Kenneth M. Reed | Raymond James Financial Services, Inc. | Edward Jones | — | 02-17-2012 |
| Michael Casey Donahue | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edward Jones | — | 12-14-2011 |
| Kraig Kerry Keller | Cetera Advisors LLC | Edward Jones | — | 10-03-2011 |
| Madeline Jo Thompson | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edward Jones | $10 | 08-08-2011 |
| Bruce E. Leimbach | LPL Financial LLC | Edward Jones | — | 07-05-2011 |
| Gary Ray Johns | LPL Financial LLC | Edward Jones | $25 | 06-07-2011 |
| Lamont Maurice Stewart | Cetera Advisors LLC | Edward Jones | $10 | 02-25-2011 |
| Patrick Donald Pepper | LPL Financial LLC | Edward Jones | — | 12-03-2010 |
| Matthew Andrew Norton | McDonald Partners LLC | Edward Jones | — | 11-24-2010 |
| Andrew Paul Larned | Morgan Stanley | Edward Jones | $10 | 10-08-2010 |
| Robert David O'Brien | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edward Jones | $50 | 09-03-2010 |
| Kevin Dwayne Martin | PNC Investments | Edward Jones | — | 08-02-2010 |
| Jeffrey Alan Dieringer | LPL Financial LLC | Edward Jones | — | 05-07-2010 |
| Kirk S. Weldy | ProEquities, Inc. | Edward Jones | — | 04-21-2010 |
| Bryan Thomas Barnes | Morgan Stanley | Edward Jones | — | 04-16-2010 |
| Philip Norman Constans | Raymond James Financial Services, Inc. | Edward Jones | $10 | 04-09-2010 |
| Mark Joeseph Farnham | LPL Financial LLC | Edward Jones | — | 09-04-2009 |
| Kelly Daniel Burke | LPL Financial LLC | Edward Jones | — | 09-04-2009 |
| Ronald Skowronsky | Cetera Advisors LLC | Edward Jones | — | 02-18-2009 |
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.
