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
Amber Renee ScarboroughLPL Financial LLCEdward Jones$5009-20-2011
April Story RichardsonLPL Financial LLCEdward Jones$2510-05-2012
Benjamin Heath StroudLPL Financial LLCEdward Jones02-01-2011
Billy J. CoxLPL Financial LLCEdward Jones06-20-2014
Brandon Charles BrinkmanLPL Financial LLCEdward Jones$1001-31-2014
Charles Scott BerryLPL Financial LLCEdward Jones12-22-2011
Cliff CosperLPL Financial LLCEdward Jones$6105-05-2017
Cody Eugene BartlettLPL Financial LLCEdward Jones05-26-2016
Darren Keith HunterLPL Financial LLCEdward Jones$5005-30-2014
David Wayne LewisLPL Financial LLCEdward Jones07-02-2010
Dennis JacksonLPL Financial LLCEdward Jones$13011-13-2017
Dennis L. JacksonLPL Financial LLCEdward Jones$7011-13-2017
Domenick Giovanni JulianoLPL Financial LLCEdward Jones04-27-2012
Gordon Edward TinerLPL Financial LLCEdward Jones03-26-2012
Harold Gene Shields Jr.LPL Financial LLCEdward Jones$2504-21-2011
Jaime Arnoldo CavazosLPL Financial LLCEdward Jones01-24-2018
James Byron NielsenLPL Financial LLCEdward Jones11-19-2010
James ForsythLPL Financial LLCEdward Jones$7511-16-2017
James Lloyd Johnson IIILPL Financial LLCEdward Jones10-29-2009
James Robert Thompson Jr.LPL Financial LLCEdward Jones12-04-2012
James W. Forsyth Jr.LPL Financial LLCEdward Jones11-16-2017
James WebbLPL Financial LLCEdward Jones$6802-23-2017
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
Jonathan Christian BridgesLPL Financial LLCEdward Jones$2506-29-2012
Next Page »

Showing 1 to 25 of 49 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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