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
Blair James PerryAmeriprise Financial Services, LLCEdward Jones10-23-2019
Wayne Bryce EvansAXA Advisors, LLCEdward Jones09-06-2019
Ty EmpeyWells Fargo Clearing Services, LLCEdward Jones$15007-16-2019
Jon Dale WebbFidelity Brokerage Services LLCEdward Jones05-09-2019
Dax Kirk WestlundFidelity Brokerage Services LLCEdward Jones04-15-2019
Joseph Allen GoodnerAmeriprise Financial Services, LLCEdward Jones11-02-2018
Michael Keith Hollan IIFarmers Financial Solutions, LLCEdward Jones09-28-2018
Jeremy Orson HillWells Fargo Clearing Services, LLCEdward Jones$5006-08-2018
Adam Bruce AndersonAmeriprise Financial Services, LLCEdward Jones$15005-11-2018
Joshua Enrique EspinozaE*TRADE Securities LLCEdward Jones05-03-2018
Annalise Marie LasaterGoldman Sachs & Co.Edward Jones04-18-2018
Steven Macrae FlockhartAmeriprise Financial Services, LLCEdward Jones11-01-2017
Annabelle SlaterE*TRADE Securities LLCEdward Jones02-15-2017
Craig Gordon SmithSigma Financial CorporationEdward Jones08-15-2016
Kathleen BarlowRaymond James & Associates, Inc.Edward Jones08-08-2016
Thomas Merrill TreeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-01-2016
John R. Bonnemort IILincoln Financial Advisors CorporationEdward Jones01-15-2016
Christopher John TolmanTIAA-CREF Individual & Institutional Services, LLCEdward Jones04-23-2015
Kevin Donald KennedyMoney Concepts Capital CorpEdward Jones04-09-2015
Jeffrey Bruce SolomonRaymond James Financial Services, Inc.Edward Jones$10006-02-2014
Bryce Jason SagersE*TRADE Securities LLCEdward Jones03-12-2014
Brian Richard MorganLPL Financial LLCEdward Jones12-06-2013
Christian John SkoubyeE*TRADE Securities LLCEdward Jones09-17-2013
Tyler Samuel BolyardWells Fargo Clearing Services, LLCEdward Jones08-30-2013
Jason Reed NelsonLPL Financial LLCEdward Jones01-17-2013
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Showing 1 to 25 of 47 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.