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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jordan Mitchell ChalkleyMorgan StanleyPruco Securities, LLC.07-23-2019
Timothy Herbert HoffmanLPL Financial LLCRaymond James Financial Services, Inc.$8807-22-2019
Omar H. BarakatCharles Schwab & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Jennifer S. AndersRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Wayne Alan CreefRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Michael Joseph FowlerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Jonathan Stylinski PeytonHorizon Ridge Wealth Management, LLCLPL Financial LLC07-18-2019
Devin A. WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-18-2019
Brande N. ColemanTD Ameritrade, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Matthew John MorganCommonwealth Financial NetworkJames River Asset Management, LLC07-15-2019
Jason William RidingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC07-15-2019
William John RolserKMS Financial Services, Inc.Cetera Advisors LLC$5007-12-2019
Tristan Shawn BliesnerKMS Financial Services, Inc.Cetera Advisors LLC07-12-2019
Kyle Harrison BlackEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
Richard Drew HughesWealthcare Capital Management LLCEMPENNAGE WEALTH PARTNERS, LLC07-10-2019
Colin J. JohnsonAmeriprise Financial Services, LLCMcAdam LLC07-08-2019
Anthony Comeau DavisMAI Capital Management, LLCMTX Wealth Management, LLC07-03-2019
Paul Martin HainesRaymond James Financial Services, Inc.BOK Financial Securities, Inc.$5007-01-2019
Bradley Jon SmithMAI Capital Management, LLCMTX WEALTH MANAGEMENT, LLC07-01-2019
Taylor David BeardLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2019
William Martin Noftsinger Jr.Alpha Omega Investment AdvisorsDavenport & Company LLC$15006-26-2019
Eleanor Kendall CalvertCetera Investment Services LLCCUNA Brokerage Services, Inc.06-23-2019
Scott Charles SalernoWoodbury Financial Services, Inc.Morgan Stanley06-21-2019
Jason L. RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Jennifer Anne RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
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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.