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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Heyward BarnesAmeriprise Financial Services, LLCEdward Jones09-04-2020
Douglas N Bruner IIIAmeriprise Financial Services, LLCEdward Jones09-04-2020
Tania C FosterWells Fargo Clearing Services, LLCEdward Jones05-29-2020
Michael James DickeyIntellivest Wealth ManagementEdward Jones05-06-2020
William K MorganResolute Capital, LLCEdward Jones04-10-2020
Scott Andrew RobidouxWaddell & ReedEdward Jones03-02-2020
Cameron Hunter SwansonSaybrus Equity Services, LLCEdward Jones02-04-2020
Ryan James HedlundFirst Citizens Investor Services, Inc.Edward Jones01-02-2020
Timothy Lehe Drawdy IIGWFS Equities, Inc.Edward Jones10-16-2019
Jebidiah Allan Bubb Hilltop Securities Independent Network Inc.Edward Jones08-26-2019
Charles Eric LundbladeA.G.P / Alliance Global PartnersEdward Jones$11008-23-2019
Quintin Andrew PileGreenwood Capital Associates, LLCEdward Jones07-24-2019
Robert Adam BurgessProEquities, Inc.Edward Jones02-04-2019
John Patrick McNamaraHighball AdvisorsEdward Jones10-31-2018
Kathleen Ann CoppolaRaymond James Financial Services, Inc.Edward Jones09-07-2018
Josh Clinton SpencerFirst Citizens Investor Services, Inc.Edward Jones08-20-2018
Michael ColemanMorgan StanleyEdward Jones07-09-2018
Kristen Wilson RisherWells Fargo Clearing Services, LLCEdward Jones$5003-21-2018
Michael G CiavolinoJ. Benjamin Financial, LLCEdward Jones01-29-2018
Todd Aaron ConfarottaKingsview Wealth Management, LLCEdward Jones07-12-2017
Kevin James BraddockWells Fargo Advisors Financial Network, LLCEdward Jones$2506-09-2017
Paul Michael BailyLPL Financial LLCEdward Jones03-30-2017
Edward Wayne Peagler JrLPL Financial LLCEdward Jones03-29-2017
Marion Stephenson Fowler IVWebsterRogers Financial Advisors, LLCEdward Jones02-23-2017
Jeffrey B BaumhoerWells Fargo Advisors Financial Network, LLCEdward Jones$15011-10-2016
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Showing 1 to 25 of 62 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.