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
Drew William WelpAvantax Investment Services, Inc.Edward Jones02-04-2009
Ryan Paul ByrdVALIC Financial Advisors, Inc.Edward Jones02-05-2009
Bryan Francis GrigalonisNext Financial Group, Inc.Edward Jones$1002-10-2009
John D. BauerAXA Advisors, LLCEdward Jones02-18-2009
Kristi Lynn TomlinsonUvest Financial Services Group, Inc.Edward Jones$5003-06-2009
Judith Ofelia SantosProspera Financial Services, Inc.Edward Jones04-13-2009
John Ammon Brouse Jr.CUNA Brokerage Services, Inc.Edward Jones04-16-2009
Preston Andrew RosamondSummit Brokerage Services, Inc.Edward Jones$5004-17-2009
Edward Owen MillerFirst Command Financial Planning, Inc.Edward Jones05-06-2009
Scott R. DailyInvestment Professionals, Inc.Edward Jones05-19-2009
Christopher Lawrence LoveChase Investment Services Corp.Edward Jones06-01-2009
Ryan Daniel McDermottWFG Investments, Inc.Edward Jones$1006-01-2009
Jeffrey Don PeaceHilltop Securities Independent Network Inc.Edward Jones06-02-2009
Kyle Travis RotherCUNA Brokerage Services, Inc.Edward Jones06-18-2009
Lee Sims SkipperRaymond James Financial Services, Inc.Edward Jones$1007-10-2009
Simon Martinez Jr.TD Ameritrade, Inc.Edward Jones07-16-2009
Kenneth Andrew Lewis Jr.Waddell & ReedEdward Jones07-16-2009
Robert Scott StillmanAmeriprise Financial Services, LLCEdward Jones07-17-2009
Darren E. DunnDalton Strategic Investment Services Inc.Edward Jones07-24-2009
Marcus Alan DickersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1007-31-2009
Kam M. WalkerAllstate Financial Services, LLCEdward Jones08-04-2009
Dave Allan ReedCetera Investment Services LLCEdward Jones08-07-2009
Jonathan E. DumasPFS Investments Inc.Edward Jones08-21-2009
Klinton David McCoyCharles Schwab & Co., Inc.Edward Jones08-24-2009
Sally Harris BransonRaymond James Financial Services, Inc.Edward Jones$15008-25-2009
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Showing 1 to 25 of 691 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.