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
Margaret Joan CollinsLPL Financial LLCEdward Jones03-27-2009
James Michael Woods Jr.LPL Financial LLCEdward Jones11-12-2009
Steven Trevor SkipperLPL Financial LLCEdward Jones11-12-2009
James Robert FairweatherLPL Financial LLCEdward Jones$2511-03-2010
Joshua Neal GerikLPL Financial LLCEdward Jones$2503-28-2011
Craig Harrison MillerLPL Financial LLCEdward Jones04-20-2011
Traci Kim MillerLPL Financial LLCEdward Jones11-28-2011
Jack Russell MeeceLPL Financial LLCEdward Jones$2505-21-2012
Tony Russell WootenLPL Financial LLCEdward Jones$15008-03-2012
Troy Ashley GentryLPL Financial LLCEdward Jones12-10-2012
Christopher Roy ClaytonLPL Financial LLCEdward Jones12-14-2012
Rodney Lorenzt DunnLPL Financial LLCEdward Jones$1001-28-2013
Andy Levoy KnowlesLPL Financial LLCEdward Jones10-15-2014
Brent William WalkerLPL Financial LLCEdward Jones03-09-2015
Brandon Keith AllenLPL Financial LLCEdward Jones04-06-2015
Hampton B. BourneLPL Financial LLCEdward Jones06-12-2015
Vondal DavidsonLPL Financial LLCEdward Jones$20007-09-2015
Stephen D. StampsLPL Financial LLCEdward Jones11-09-2015
John Andrew JohnsonLPL Financial LLCEdward Jones$2508-25-2017
Clint Anthony FosterLPL Financial LLCEdward Jones10-16-2017
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018

Showing 1 to 21 of 21 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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