Advisers on the Move TEST

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
Aaron Lynn SuriffMorgan StanleyWaddell & Reed$5004-10-2015
Blake Thurston DorsettSignator Investors, Inc.Waddell & Reed03-17-2017
Brandon Robert EdwardsPrivate Advisor Group, LLCWaddell & Reed$1003-01-2016
Charles Mathison Tyndal IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed10-25-2011
Christian Alexander HermoChristian A. Hermo LLCWaddell & Reed11-29-2010
Christopher Adam WardLPL Financial LLCWaddell & Reed12-14-2017
Daniel Alan SellersEdward JonesWaddell & Reed12-05-2014
Darrell Dean Woodcock Jr.LPL Financial LLCWaddell & Reed04-19-2016
David Anthony OttScottrade, Inc.Waddell & Reed04-12-2010
Dechristopher CurtinLPL Financial LLCWaddell & Reed10-19-2017
Floyd Edward Fields Jr.NYLIFE Securities LLCWaddell & Reed05-30-2012
Gerald Artemus NelsonPrincipal Securities, Inc.Waddell & Reed$1007-18-2016
Gregg Julian WallerSagePoint Financial, Inc.Waddell & Reed10-31-2014
Hannah SilverRaymond James & Associates, Inc.Waddell & Reed04-11-2017
Jamey Dale BarhamCarty & Company, Inc.Waddell & Reed03-01-2013
Jerry Eldon Milligan IIAmeriprise Financial Services, LLCWaddell & Reed$2507-21-2017
Jerry Shane CohoonLPL Financial LLCWaddell & Reed06-21-2016
John Raymond MowryUBS Financial Services Inc.Waddell & Reed03-04-2013
John Wescott BeasleyPrivate Advisor Group, LLCWaddell & Reed10-20-2016
Jon David ReedSignator Investors, Inc.Waddell & Reed07-25-2014
Jonathan Taylor HarrisLPL Financial LLCWaddell & Reed10-19-2017
Justin David DruckenmillerLPL Financial LLCWaddell & Reed$1502-23-2018
Martin D. PorterPrivate Advisor Group, LLCWaddell & Reed03-01-2016
Mitchell Stanton EverettKestra Investment Services, LLCWaddell & Reed02-03-2017
Neil Allen WeaverFidelity Brokerage Services LLCWaddell & Reed09-22-2016
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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.