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.

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
Domenick Giovanni JulianoLPL Financial LLCEdward Jones$10004-27-2012
Silveria Sanchez HufstedlerLPL Financial LLCEdward Jones$10006-14-2012
Daniel Aaron MercerLPL Financial LLCEdward Jones06-18-2012
Jonathan Christian BridgesLPL Financial LLCEdward Jones$25006-29-2012
Mark Edward LawrenceLPL Financial LLCEdward Jones$25008-23-2012
Stephen Patrick DaultLPL Financial LLCEdward Jones$10009-14-2012
April Story RichardsonLPL Financial LLCEdward Jones$25010-05-2012
Barry Curtis RoseLPL Financial LLCEdward Jones$10010-16-2012
James Robert Thompson Jr.LPL Financial LLCEdward Jones$50012-04-2012
Richard D. LytleLPL Financial LLCEdward Jones$25001-07-2013
Derek William DansbyLPL Financial LLCEdward Jones04-02-2013
Larry Joseph Capehart IILPL Financial LLCEdward Jones04-10-2013
Michael Shayne GuillotLPL Financial LLCEdward Jones$50007-08-2013
Jordan Lindsay PhillipsLPL Financial LLCEdward Jones$25007-19-2013
Karla Rene BarkerLPL Financial LLCEdward Jones$25007-26-2013
Leeann BarronLPL Financial LLCEdward Jones$25001-24-2014
Brandon Charles BrinkmanLPL Financial LLCEdward Jones$10001-31-2014
Michael David RiceLPL Financial LLCEdward Jones04-21-2014
Luis Alejandro PelaezLPL Financial LLCEdward Jones$25005-08-2014
Darren Keith HunterLPL Financial LLCEdward Jones$50005-30-2014
Billy J. CoxLPL Financial LLCEdward Jones06-20-2014
Joseph Michael RomasLPL Financial LLCEdward Jones11-25-2014
Barrett ThompsonLPL Financial LLCEdward Jones$10004-28-2015
Paul Anthony DickensLPL Financial LLCEdward Jones$10006-24-2015
Anita Eleanore BaileyLPL Financial LLCEdward Jones07-31-2015
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Showing 26 to 50 of 69 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.