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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Terran Drew KidnerAXA Advisors, LLCEdward Jones04-13-2020
Stephanie M BaconVALIC Financial Advisors, Inc.Edward Jones03-23-2020
Darrin Evan WallUBS Financial Services Inc.Edward Jones03-06-2020
Lee Robert HouseRaymond James Financial Services, Inc.Edward Jones$1002-21-2020
Scott Erwin CarswellWells Fargo Clearing Services, LLCEdward Jones02-14-2020
Ethan F. CampbellPrivate Client Services, LLCEdward Jones01-10-2020
Carlyn Leroy Malom IIMML Investors Services, LLCEdward Jones11-14-2019
Michael Hill MurdockStephensEdward Jones11-11-2019
James Andrew VaughnCetera Investment Services LLCEdward Jones10-15-2019
Zachary Ryan LuneauU.S. Bancorp Investments, Inc.Edward Jones09-30-2019
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Christian Blaise SarverLuken Investment Analytics, LLCEdward Jones05-06-2019
Elizabeth Leigh DyeJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones$15002-28-2019
Jerry Winston Jarrett Jr.Pruco Securities, LLC.Edward Jones$1012-05-2018
Cory Taylor MorrisonLPL Financial LLCEdward Jones08-31-2018
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
Andrew David TillettAmeriprise Financial Services, LLCEdward Jones04-25-2018
Bruce W. ShawRaymond James Financial Services, Inc.Edward Jones$15004-18-2018
Nathan James MaynardFirst Command Financial Planning, Inc.Edward Jones04-09-2018
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones$2501-12-2018
Mark Q. LouderbackAmeriprise Financial Services, LLCEdward Jones12-26-2017
John Evan SheltonPFS Investments Inc.Edward Jones10-26-2017
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Showing 1 to 25 of 134 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.