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
Amy Michelle MillionFSC Securities CorporationEdward Jones07-25-2019
Lisa Marie SuurmeyerNorthwestern Mutual Investment Services, LLCEdward Jones07-01-2019
Brian Alan WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
Tyler Don SullivanClient One Securities LLCEdward Jones$5004-12-2019
Larry Don Graham Jr.Ameriprise Financial Services, Inc.Edward Jones$5003-01-2019
Ross T. HunterArvest Wealth ManagementEdward Jones02-25-2019
Thomas C LoperLPL Financial LLCEdward Jones$5012-03-2018
Brandon AlleeLPL Financial LLCEdward Jones$5006-26-2018
Cameron Lee PageCetera Investment Services LLCEdward Jones04-05-2018
Joshua Ray CottenRaymond James Financial Services, Inc.Edward Jones07-14-2017
Ryan Christopher O'MalleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-05-2017
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
Jeffrey Wayne VernonRaymond James Financial Services, Inc.Edward Jones$5007-29-2016
Frederick Focke MischlerWaddell & ReedEdward Jones05-03-2016
Cody CallawayWells Fargo AdvisorsEdward Jones$13204-26-2016
Cody Douglas CallawayWells Fargo Advisors Financial Network, LLCEdward Jones04-26-2016
Scotty Vaden DeanT.S. Phillips Investments, Inc.Edward Jones02-16-2016
Gerald Todd TidwellLPL Financial LLCEdward Jones10-07-2015
Carla Rae BaileyLPL Financial LLCEdward Jones07-20-2015
Teddy Ray Slate Jr.BOK Financial Services, Inc.Edward Jones$1007-09-2014
Ted Bowling, Aaron BowlingMorgan StanleyEdward Jones$34410-18-2013
Ted Lynn Bowling, Aaron Benjamin BowlingMorgan StanleyEdward Jones$2510-18-2013
Jeremy Joe HarawayT.S. Phillips Investments, Inc.Edward Jones06-19-2013
Brian Craig BakerWells Fargo Clearing Services, LLCEdward Jones$2502-15-2013
Michael Robert PattersonMorgan StanleyEdward Jones12-07-2012
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Showing 1 to 25 of 38 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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