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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cindy Lynn BarnesEdward JonesPrivate Advisor Group, LLC11-16-2018
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.$111-16-2018
Kaitlin D FreemanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-27-2018
Minda Mychal WilsonEdward JonesProEquities, Inc.01-12-2018
Bret Bret MasseyEdward JonesCarty & Company, Inc.01-02-2018
Joe Dan HollingsworthEdward JonesNationwide Investment Services Corporation11-24-2017
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$105-01-2017
Bridgit Lee BennettEdward JonesSunTrust Investment Services, Inc.$1002-03-2017
Max Lee Moss IIIEdward JonesUBS Financial Services Inc.01-03-2017
John Carlock HugheyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Larry Mitchell HodgeEdward JonesSagePoint Financial, Inc.07-25-2016
William Mark LenczynskiEdward JonesWells Fargo Clearing Services, LLC01-04-2016
Bret Renee RobbeEdward JonesFarmers Financial Solutions, LLC$15003-26-2015
Matthew Alan WisemanEdward JonesDuncan-Williams, Inc.$101-26-2015
Daniel Alan SellersEdward JonesWaddell & Reed12-05-2014
Vanessa Leann CordellEdward JonesLPL Financial LLC$10008-25-2014
Justin P MackayEdward JonesMetLife Securities Inc.08-30-2013
John Wesley Sellers IIIEdward JonesPruco Securities, LLC.$104-29-2013
Trina Kay DesotoEdward JonesU.S. Bancorp Investments, Inc.$2506-01-2012
Michael Jean-Paul MasonEdward JonesNorthwestern Mutual Investment Services, LLC11-17-2009
Robert Mark HolloEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-09-2009
John Gregory SpainEdward JonesJ.J.B. Hilliard, W.L. Lyons, LLC$2511-06-2009
Christopher Wayne AblaEdward JonesPruco Securities, LLC.07-31-2009
Dustin William ScobeyEdward JonesFarmers Financial Solutions, LLC07-20-2009
Susan Stieg FullerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-28-2009
Next Page »

Showing 1 to 25 of 26 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.

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