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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Lloyd Annable IICenter Street Securities, Inc.Kalos Capital, Inc.04-22-2020
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Terran Drew KidnerAXA Advisors, LLCEdward Jones04-13-2020
Bryan Christopher ByrdMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-13-2020
Aleksander TkachenkoLPL Financial LLCU.S. Bancorp Investments, Inc.04-07-2020
Dustin Graham EllisRaymond James & Associates, Inc.Charles Schwab & Co., Inc.04-06-2020
Matthew Datis-O'Neal KennedyVirtue Capital Management, LLCFirst Heartland Capital, Inc.04-02-2020
John Dwight BrewerEudaimonia Advisors LLCRaymond James & Associates, Inc.04-01-2020
Tyler DickeSecurities America, Inc.Jackson National Life Distributors LLC03-30-2020
Paden DallasPrincipal Securities, Inc.MML Investors Services, LLC03-27-2020
Carlana Gillespie BrownU.S. Bancorp Investments, Inc.City National Securities, Inc.03-26-2020
Dick White ThompsonLPL Financial LLCMML Investors Services, LLC03-26-2020
Spencer Scott MossburgAXA Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2020
Daniel John WilsonHornor, Townsend & Kent, LLCHornor, Townsend & Kent, LLC03-23-2020
Stephanie M BaconVALIC Financial Advisors, Inc.Edward Jones03-23-2020
John Madison SmarttPatriot Investment Management Group IncFINANCIAL COUNSELING & ADMINISTRATION03-23-2020
Bradford S. JonesInfinity Financial ServicesTrustmont Financial Group, Inc.03-20-2020
Susan Elaine GodbeeRaymond James Financial Services Advisors, IncSynovus Securities, Inc.03-20-2020
Kerry Ray MorrisAPO Financial Services, LLCHorter Investment Management, LLC03-17-2020
Jeffrey Arthur WellsHornor, Townsend & Kent, LLCOneAmerica Securities, Inc.03-13-2020
William Andrew CochranLPL Financial LLCRaymond James & Associates, Inc.03-13-2020
Anna Elizabeth SchoorEudaimonia Advisors LLCRaymond James & Associates, Inc.03-06-2020
Darrin Evan WallUBS Financial Services Inc.Edward Jones03-06-2020
Charles Mathison Tyndal IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-03-2020
Rodney Dale DirSouthport CapitalM Holdings Securities, Inc.02-27-2020
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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.