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
Carol Lynn ThomasWells Fargo Clearing Services, LLCEdward Jones$10007-31-2009
Donald Richard VaughtLPL Financial LLCEdward Jones09-29-2009
Deborah Jean KollerRaymond James Financial Services, Inc.Edward Jones$10006-22-2011
Mary McKennaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-15-2011
Brent Walter BigneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-23-2011
Michael Eugene PaduanoWells Fargo Clearing Services, LLCEdward Jones$2502-03-2012
Lianne Evelyn CarrollWells Fargo Clearing Services, LLCEdward Jones08-13-2012
Steven C. BrezenskiWells Fargo Clearing Services, LLCEdward Jones$5010-19-2012
Chris Elliotte BaileyInfinex Investments, Inc.Edward Jones03-05-2013
Betty Schutte-BoxWells Fargo AdvisorsEdward Jones$11203-21-2013
Ronald Linwood Bell Jr.LPL Financial LLCEdward Jones$5003-21-2013
Paul Joseph RogersCornerstone Wealth Management, LLCEdward Jones03-27-2013
Aaron Russell PierceWells Fargo Clearing Services, LLCEdward Jones$1004-26-2013
Michelle Kelsay BishopWells Fargo Clearing Services, LLCEdward Jones05-13-2013
Maria Cecelia HeimerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-20-2013
Richard Stephen ChambersWells Fargo Clearing Services, LLCEdward Jones$1005-06-2014
Ross Edward ShullLPL Financial LLCEdward Jones10-15-2014
Joshua David ViscontiWells Fargo Clearing Services, LLCEdward Jones10-24-2014
Sean Michael Tyll IIWells Fargo Clearing Services, LLCEdward Jones11-14-2014
Stephen T. PerreaultIndependent Financial Group, LLCEdward Jones11-21-2014
Ethan James LoewenWells Fargo Clearing Services, LLCEdward Jones$2501-12-2015
George Lee Karnes IIWells Fargo Clearing Services, LLCEdward Jones05-08-2015
Anne Adkerson SatterfieldWells Fargo Clearing Services, LLCEdward Jones09-02-2015
Robert William WeberR. Weber Investments, LLCEdward Jones09-09-2015
William Lee MurrayCary Street PartnersEdward Jones10-02-2015
Next Page »

Showing 1 to 25 of 51 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.


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