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
Michael Glenn CatlettLPL Financial LLCEdward Jones06-13-2019
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Sierra Christina-Tai HoodWells Fargo Clearing Services, LLCEdward Jones01-25-2019
Kenneth Brian IsbellLPL Financial LLCEdward Jones11-16-2018
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
Michael Ray DartMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Michael G. CiavolinoJ. Benjamin Financial, LLCEdward Jones01-29-2018
Paul Michael BailyLPL Financial LLCEdward Jones03-30-2017
Edward Wayne Peagler Jr.LPL Financial LLCEdward Jones03-29-2017
Katherine YounceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-02-2017
John G. Allensworth IIAmeriprise Financial Services, Inc.Edward Jones11-10-2016
Jan Benjamin KuhaJ. Benjamin Financial, LLCEdward Jones07-01-2016
Susan Elizabeth VigarAllstate Financial Services, LLCEdward Jones02-19-2016
Brandon LeonardAmeriprise Financial Services, Inc.Edward Jones11-23-2015
Mark LangWells Fargo Clearing Services, LLCEdward Jones09-30-2015
Daniel Patrick CrosbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-20-2015
Jeffrey Scott CollinsLPL Financial LLCEdward Jones12-16-2014
Jamin Micah KingMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-05-2014
Danielle Marie SollecitoWells Fargo Clearing Services, LLCEdward Jones11-28-2014
Felicia Annette JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-23-2014
Jared Christopher WixMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-17-2014
Bryan Heath BrowningWells Fargo Clearing Services, LLCEdward Jones11-02-2012
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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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