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
Brynie James RobinsonEdward JonesAmeriprise Financial Services, Inc.$5001-20-2009
James Allen HarringtonEdward JonesMorgan Stanley & Co. LLC$5001-30-2009
Robert John BlancEdward JonesLaSalle St. Securities, LLC05-29-2009
Mark Andrew SchangEdward JonesMorgan Stanley$5007-31-2009
Darren Otto LayneEdward JonesMorgan Stanley$5010-27-2009
Paul Arthur SchoenbornEdward JonesVALIC Financial Advisors, Inc.02-26-2010
Brian Matthew SmithEdward JonesCountry Capital Management Company03-29-2010
Keralee SuttonEdward JonesMorgan Stanley$5004-01-2011
Michael Scott FesslerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-01-2012
Timothy Michael MooneyEdward JonesMetLife Securities Inc.$104-09-2012
Meredith Mcclure HoffmanEdward JonesSouth Valley Wealth Management07-06-2012
Jacqueline Lea HalcombEdward JonesCUSO Financial Services, L.P.08-17-2012
Timothy James MoirEdward JonesUBS Financial Services Inc.09-11-2012
Roger Alan LillardEdward JonesJ.P. Morgan Securities LLC$102-08-2013
Brian Edward TraegerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2013
Renae Joy BelsvikEdward JonesKey Investment Services LLC01-09-2014
Gary James ThomasEdward JonesMorgan Stanley$15002-13-2015
Todd David KelleyEdward JonesAmeritas Investment Corp.03-02-2015
James Brennan BrownEdward JonesD.A. Davidson & Co.03-13-2015
Andrew J. KalpakisEdward JonesMorgan Stanley11-25-2015
Alf Dean BarberEdward JonesUBS Financial Services Inc.$5001-29-2016
Timothy Danel SchneiderEdward JonesBancWest Investment Services, Inc.$5003-03-2016
Richard Wayne PersingerEdward JonesMorgan Stanley03-04-2016
Gary Lyle CotterellEdward JonesWells Fargo Clearing Services, LLC$1006-24-2016
Matthew Duane SielEdward JonesNational Planning Corporation$15008-08-2016
Next Page »

Showing 1 to 25 of 39 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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