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
Tyler Samuel BolyardKestra Investment Services, LLCWells Fargo Clearing Services, LLC05-06-2020
Stanley Kim HodgesKestra Investment Services, LLCWedbush Securities Inc.11-12-2019
Joshua Floyd BlackKestra Investment Services, LLCWoodbury Financial Services, Inc.05-15-2019
Jeremy Don WoodKestra Investment Services, LLCParkland Securities, LLC04-10-2019
Christopher James GurneeKestra Investment Services, LLCFORESTERS EQUITY SERVICES, INC.$2206-20-2018
Gregory Michael BillowKestra Investment Services, LLCWells Fargo Clearing Services, LLC$5006-14-2018
David Kay JohnstonKestra Investment Services, LLCMorgan Stanley$5008-10-2017
Keith Christopher JohnstonKestra Investment Services, LLCMorgan Stanley08-10-2017
Cameron Paul KastelerKestra Investment Services, LLCWells Fargo Clearing Services, LLC08-29-2016
Eddie Carter Barber Jr.Kestra Investment Services, LLCRBC Capital Markets, LLC11-07-2014
Russell W. ToblerKestra Investment Services, LLCRBC Capital Markets, LLC$5011-07-2014
Todd Nicholas AdamsKestra Investment Services, LLCRBC Capital Markets, LLC$10008-01-2014
Craig Louis MartucciKestra Investment Services, LLCRBC Capital Markets, LLC08-01-2014
Shad Matthew EvansKestra Investment Services, LLCMML Investors Services, LLC07-18-2011
Jeffrey Jason ScottKestra Investment Services, LLCFinancial Telesis Inc10-05-2010
Sterling David Jackson Jr.Kestra Investment Services, LLCFinancial Telesis Inc10-01-2010

Showing 1 to 16 of 16 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.