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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Ellison FairleyWWK Wealth AdvisorsEdward Jones09-12-2012
Danny Lee Butcher IIWoodstock Financial Group, Inc.Edward Jones$10002-02-2016
Garry Eugene Ormes Jr.Woodbury Financial Services, Inc.Edward Jones10-05-2016
Larry Gene Macy IIWoodbury Financial Services, Inc.Edward Jones11-16-2015
Kelly Loyd McdermottWFG Investments, Inc.Edward Jones05-01-2011
Joshua Aaron RuddWFG Investments, Inc.Edward Jones10-02-2009
Ryan Daniel McdermottWFG Investments, Inc.Edward Jones$10006-01-2009
Tory D GiddensWestlake Wealth Management, LLCEdward Jones10-11-2019
Michael D. FesslerWestlake Wealth Management, LLCEdward Jones10-18-2018
Dallas C SalazarWells Fargo Investments, LLCEdward Jones02-17-2010
Victoria RomanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$25009-23-2019
Andrew Scott FochtWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$10008-29-2019
Lisa Anne MartinWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-06-2019
Danna SchmidtWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones02-19-2019
Blake Gregory BarnesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-21-2018
Peter Landrum HortonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$49006-05-2017
Bradley Wayne SmithWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones01-10-2017
John William Blassingame Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$50010-07-2016
Carl WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones07-14-2016
Matthew Wayne BaileyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones05-13-2016
Michael Lawrence StensonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$10004-08-2016
James Richard HoltWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones01-04-2016
Adrian ValdezWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$10012-14-2015
Michelle L ReynoldsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones12-04-2015
Victor William Sobers-TexasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones12-02-2015
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.