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
Brandon LeonardAmeriprise Financial Services, Inc.Edward Jones11-23-2015
Bryan Heath BrowningWells Fargo Clearing Services, LLCEdward Jones11-02-2012
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Cathy Lynn ByrnsideRaymond James Financial Services, Inc.Edward Jones$5004-27-2016
Christopher Allen HallmarkMorgan StanleyEdward Jones$2505-11-2012
Daniel Eston HarrellWells Fargo Clearing Services, LLCEdward Jones11-12-2010
Daniel Howard WestbrookAmeriprise Financial Services, Inc.Edward Jones$1007-30-2010
Daniel Patrick CrosbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-20-2015
Danielle Marie SollecitoWells Fargo Clearing Services, LLCEdward Jones11-28-2014
David L. CarterLPL Financial LLCEdward Jones$1009-18-2012
Edward Wayne Peagler Jr.LPL Financial LLCEdward Jones03-29-2017
Ellis M. O'Tuel IVLPL Financial LLCEdward Jones$1009-27-2010
Felicia Annette JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-23-2014
Gary DeeseLPL Financial LLCEdward Jones$9211-28-2011
Jamin Micah KingMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-05-2014
Jan Benjamin KuhaJ. Benjamin Financial, LLCEdward Jones07-01-2016
Jared Christopher WixMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-17-2014
Jason Paul BuckleyWells Fargo Clearing Services, LLCEdward Jones06-09-2011
Jeffrey Bernard BaumhoerWells Fargo Advisors Financial Network, LLCEdward Jones$10011-10-2016
Jeffrey Scott CollinsLPL Financial LLCEdward Jones12-16-2014
John G. Allensworth IIAmeriprise Financial Services, Inc.Edward Jones11-10-2016
John Patrick McnamaraHighball AdvisorsEdward Jones10-31-2018
John Paul Sineath Jr.LPL Financial LLCEdward Jones09-26-2012
Josh Clinton SpencerFirst Citizens Investor Services, Inc.Edward Jones08-20-2018
Joshua Charles StrimpleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2009
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Showing 1 to 25 of 52 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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