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
Thomas Paul WisinskiCitizens Securities, Inc.Edward Jones01-12-2009
William Stephan Matesich Sr.Wells Fargo Advisors Financial Network, LLCEdward Jones01-30-2009
Derek Wayne BorderSorrento Pacific Financial, LLCEdward Jones02-03-2009
Andrew H. NollmanCambridge Investment Research, Inc.Edward Jones$1002-06-2009
Christopher James SimmsNatcity Investments, Inc.Edward Jones04-15-2009
Joseph Francis Mahoney Jr.Wells Fargo Advisors Financial Network, LLCEdward Jones$1007-31-2009
Jeremy M. TshudyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-24-2009
Charles A CoveneyLPL Financial LLCEdward Jones$2511-06-2009
Marc Anthony DesantisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2009
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009
Douglas John McdermottCitizens Securities, Inc.Edward Jones12-21-2009
Scott Vincent ParryCapital Planning Wealth ManagementEdward Jones$2501-15-2010
Brian Scott FisherWells Fargo Advisors Financial Network, LLCEdward Jones$5004-16-2010
Beverly Jean GuslerRaymond James Financial Services, Inc.Edward Jones04-26-2010
Michael George KnousFidelity Brokerage Services LLCEdward Jones08-02-2010
Trevor Scott SeuferHornor, Townsend & Kent, LLCEdward Jones08-26-2010
Thomas Christopher DeprezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-03-2011
Richard Allen KellerCUSO Financial Services, L.P.Edward Jones01-04-2011
Martin Anthony Federici Jr.MF Advisers, Inc.Edward Jones01-11-2011
Sanford Harover GroffJanney Montgomery Scott LLCEdward Jones01-18-2011
Michael P BarrettSignator Investors, Inc.Edward Jones02-09-2011
Curt Randy GrossmanKestra Investment Services, LLCEdward Jones$2502-09-2011
Adam Gregory ProvanceCetera Advisor Networks LLCEdward Jones02-11-2011
Benjamin Todd AlexanderWells Fargo Advisors Financial Network, LLCEdward Jones$10004-06-2011
Christopher J HaringWells Fargo Clearing Services, LLCEdward Jones04-15-2011
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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.