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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mary Ann BennettEdward JonesPFS Investments Inc.$5007-17-2020
Chad WilliamsEdward JonesRaymond James Financial Services, Inc.03-03-2020
Courtney Campbell Gold CoxEdward JonesUnited Brokerage Services, Inc01-17-2020
Eric PolEdward JonesCharles Schwab & Co., Inc.$10008-30-2019
Tyler Alexander SorensenEdward JonesSunTrust Investment Services, Inc.07-15-2019
Kyle Harrison BlackEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
Laurie MaddoxEdward JonesWells Fargo Clearing Services, LLC04-08-2019
John Dudley WilsonEdward JonesTransamerica Financial Advisors, Inc04-19-2018
Lourdes Ros McMichaelEdward JonesNYLIFE Securities LLC04-16-2018
Karl P MongoldEdward JonesPFS Investments Inc.04-03-2018
Patrycja PlucinskiEdward JonesSunTrust Investment Services, Inc.$15003-29-2018
Pamela Nisbet McWhorterEdward JonesWells Fargo Clearing Services, LLC$2501-31-2018
Jordan Phillip LiskeyEdward JonesWells Fargo Clearing Services, LLC10-27-2017
Andrew L CoatsEdward JonesCitigroup Global Markets Inc.$10009-11-2017
Lesley GaudiosiEdward JonesPacific Select Distributors, LLC05-15-2017
April PruittEdward JonesState Farm VP Management Corp.04-07-2017
Jordan Elizabeth GibsonEdward JonesWells Fargo Clearing Services, LLC03-13-2017
Jonathan David EplerEdward JonesAmeriprise Financial Services, LLC01-30-2017
Jonathan Robert BaulsirEdward JonesFranklin/Templeton Distributors, Inc.01-06-2017
Kevin M PattersonEdward JonesRaymond James Financial Services, Inc.$15005-11-2015
Brad McKenzie BlaisdellEdward JonesPruco Securities, LLC.07-18-2014
Daniel Edward DicandiloEdward JonesHartford Funds Distributors, LLC06-11-2013
Paul Cecil TillerEdward JonesSunTrust Investment Services, Inc.06-18-2012
Charles W NagelvoortEdward JonesCharles Schwab & Co., Inc.$5005-21-2012
Bruce Conrad WillardEdward JonesCetera Financial Specialists LLC$2502-27-2012
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Showing 1 to 25 of 28 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.