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
Craig M. BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
William Clayton PayneThe Huntington Investment CompanyEdward Jones08-22-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
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
Larry Paul MarcusCitizens Securities, Inc.Edward Jones06-18-2019
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Kari A FernRaymond James Financial Services, Inc.Edward Jones04-17-2019
James Douglas RichisonBCJ Capital ManagementEdward Jones02-20-2019
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Sabrina Scott McdonaldThe Huntington Investment CompanyEdward Jones12-12-2018
Matthew Ryan McCleeseArcadia Financial Partners, LLCEdward Jones11-14-2018
Delford Paul McCallister IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2018
Daniel Arthur LincolnJ.P. Morgan Securities LLCEdward Jones11-08-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Christopher Brian LightfootCollaborative Financial Partners LLCEdward Jones10-18-2018
Chase HallL.M. Kohn & CompanyEdward Jones10-11-2018
David Gary SnowCambridge Investment Research, Inc.Edward Jones10-11-2018
Sean Christopher CoenJ.P. Morgan Securities LLCEdward Jones10-05-2018
Michelle D ParsonsRaymond James Financial Services, Inc.Edward Jones$1004-17-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-03-2019
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Showing 1 to 25 of 32 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.