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
Jason L. RebbeRaymond James Financial Services, Inc.Edward Jones$106-20-2019
Stewart Everett EmenheiserDavenport & Company LLCEdward Jones$5004-12-2019
Tai Elli Al TaeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-17-2018
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Cooper Randolph WoolsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-29-2018
Nolen Anthony HoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Margaret Newell WileyRaymond James Financial Services, Inc.Edward Jones11-09-2017
Patricia Wright JamesWells Fargo Clearing Services, LLCEdward Jones$110-31-2017
Christopher Alan RobertsSpire Securities, LLCEdward Jones10-19-2017
Robert Lawrence EstesRaymond James Financial Services, Inc.Edward Jones$2510-13-2017
Luc Christopher SebrechtsMorgan StanleyEdward Jones10-10-2017
Ryan Anthony MaglioWells Fargo Clearing Services, LLCEdward Jones10-10-2017
Abraham Edward WalshAmeriprise Financial Services, Inc.Edward Jones$2508-09-2017
Brian Michael ElmsRaymond James Financial Services, Inc.Edward Jones$5008-04-2017
John Stephen NagleCambridge Investment Research, Inc.Edward Jones05-26-2017
Forrest Tanner FoxWells Fargo Clearing Services, LLCEdward Jones05-12-2017
Avia Lwana CumberbatchBB&T INVESTMENT SERVICES, INC.Edward Jones02-07-2017
Jonathan Bradley James SchubertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-13-2017
Andrew Christopher GregoryRaymond James Financial Services, Inc.Edward Jones$111-04-2016
Brande Nichole ColemanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2016
Taysha PattersonLPL FinancialEdward Jones$7510-11-2016
Timothy Scott TubbsWells Fargo Clearing Services, LLCEdward Jones09-13-2016
Michael Richard MeadsWells Fargo Clearing Services, LLCEdward Jones$3208-01-2016
Donte Christopher SmithWells Fargo Clearing Services, LLCEdward Jones07-29-2016
Reed Anthony SloatRaymond James Financial Services, Inc.Edward Jones07-21-2016
Next Page »

Showing 1 to 25 of 103 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.


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