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
Charles Landon TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-03-2020
Willie SykesCetera Investment Services LLCEdward Jones03-19-2020
Dustin Dean GossPark Avenue Securities LLCEdward Jones03-19-2020
Thomas Dale BilleaudWoodbury Financial Services, Inc.Edward Jones03-16-2020
Eric Sven CorderCharles Schwab & Co., Inc.Edward Jones03-11-2020
Thomas Evan GreenCambridge Investment Research, Inc.Edward Jones03-02-2020
Jorge Arturo CruzTeamwork Financial Advisors, LLCEdward Jones02-20-2020
Patrick Jerome McclernonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-12-2020
William Todd DoranAllstate Financial Services, LLCEdward Jones$5001-24-2020
Desmond EarlySecurian Financial Services, Inc.Edward Jones01-22-2020
Scott SutherlandCambridge Investment Research, Inc.Edward Jones01-17-2020
Rush Peters GriffithCharles Schwab & Co., Inc.Edward Jones01-16-2020
Eric M. TonesCharles Schwab & Co., Inc.Edward Jones01-02-2020
Victoria J RobertsCharles Schwab & Co., Inc.Edward Jones12-23-2019
Wheeler PulliamCetera Advisor Networks LLCEdward Jones12-20-2019
John Paul HuegeleE*TRADE Securities LLCEdward Jones12-05-2019
Erika Renee LaraUBS Financial Services Inc.Edward Jones11-28-2019
Paul HernandezAvantax Investment Services, Inc.Edward Jones11-21-2019
Candelario ValdiviaJ.P. Morgan Securities LLCEdward Jones11-18-2019
Kameron Jajuan SumrallJ.P. Morgan Securities LLCEdward Jones11-12-2019
Brian Christopher BisdorfCommonwealth Financial NetworkEdward Jones$15011-01-2019
Bridget Elise PalmerCommonwealth Financial NetworkEdward Jones11-01-2019
Christopher Blake SnowSecurian Financial Services, Inc.Edward Jones11-01-2019
Matthew T. SechelskiSagePoint Financial, Inc.Edward Jones11-01-2019
Darcy Megan McLindenRaymond James Financial Services, Inc.Edward Jones$5010-31-2019
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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.