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
Michael Douglas WeldyINVEST Financial CorporationEdward Jones$20001-28-2009
Ronald SkowronskyCetera Advisors LLCEdward Jones02-18-2009
Rick Claude O'DellRaymond James Financial Services, Inc.Edward Jones$10003-06-2009
Kelly Daniel BurkeLPL Financial LLCEdward Jones$15009-04-2009
Mark Joeseph FarnhamLPL Financial LLCEdward Jones$25009-04-2009
Duwayne Alan RainsWoodbury Financial Services, Inc.Edward Jones$10010-06-2009
Aaron Bruce ReedPNC InvestmentsEdward Jones11-23-2009
Joshua David RochonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-19-2010
Robert Cyrus Blades Jr.Chase Investment Services Corp.Edward Jones$10002-01-2010
James Lester Franklin Jr.Chase Investment Services Corp.Edward Jones$10002-01-2010
John Charles CrossChase Investment Services Corp.Edward Jones03-01-2010
Jeryne Ann PetersonMorgan StanleyEdward Jones03-16-2010
Lindsey ChapmanChase Investment Services Corp.Edward Jones03-22-2010
Aaron Roth LewisChase Investment Services Corp.Edward Jones03-31-2010
Philip Norman ConstansRaymond James Financial Services, Inc.Edward Jones$10004-09-2010
Gilbert Vincent ShepardPark Avenue Securities LLCEdward Jones04-13-2010
Bradley Alan HareMorgan StanleyEdward Jones$10004-16-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones$50004-16-2010
Kirk S. WeldyProEquities, Inc.Edward Jones$25004-21-2010
James Clyde WillisProEquities, Inc.Edward Jones$10005-05-2010
Jeffrey Alan DieringerLPL Financial LLCEdward Jones05-07-2010
Michael Paul McmeansInfinex Investments, Inc.Edward Jones$25006-11-2010
Jill Ann HaueterRaymond James Financial Services Advisors, IncEdward Jones06-30-2010
Jack Joseph BoylePNC InvestmentsEdward Jones07-08-2010
Jeroen Andre HeijnenChase Investment Services Corp.Edward Jones07-30-2010
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Showing 1 to 25 of 230 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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