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
Jeffrey Keith LaatschLPL Financial LLCEdward Jones04-17-2012
Allen Michael BynumLPL Financial LLCEdward Jones06-29-2012
Trevor Adam MeadorsLPL Financial LLCEdward Jones09-07-2012
Richard Brent SmithLPL Financial LLCEdward Jones12-06-2012
Donald R. Windle IIILPL Financial LLCEdward Jones$5003-28-2014
Ryan Edward FeatherstonLPL Financial LLCEdward Jones09-15-2014
Randall Mckey HendricksLPL Financial LLCEdward Jones06-25-2015
Carla Rae BaileyLPL Financial LLCEdward Jones07-20-2015
Gerald Todd TidwellLPL Financial LLCEdward Jones10-07-2015
Skyler Glenn HulslanderLPL Financial LLCEdward Jones01-26-2016
Tyler William CodayLPL Financial LLCEdward Jones05-22-2018
Brandon AlleeLPL Financial LLCEdward Jones06-26-2018
Thomas C LoperLPL Financial LLCEdward Jones$5012-03-2018
Michael Power RainboltLPL Financial LLCEdward Jones$2502-25-2020
Elizabeth Fern GoreLPL Financial LLCEdward Jones03-26-2020

Showing 1 to 15 of 15 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.