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
John James SchneiderEdward JonesCitigroup Global Markets Inc.02-20-2009
Jill D. Poppe LoveallEdward JonesWells Fargo Clearing Services, LLC$1003-16-2009
Gary Lee ThramerEdward JonesUBS Financial Services Inc.04-09-2009
Ginger Marie KesselEdward JonesCitigroup Global Markets Inc.04-24-2009
Francis James McCarthyEdward JonesCitigroup Global Markets Inc.04-24-2009
Monisha Maria BrandtEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-29-2009
Jeffery Charles PleetEdward JonesColumbia Management Investment Distributors, Inc.09-08-2009
Gene Kelly BarnerEdward JonesAXA Advisors, LLC$1009-18-2009
Timothy Bruce DoeringEdward JonesCountry Capital Management Company01-04-2010
Timothy Mark ScheuffeleEdward JonesRBC Capital Markets, LLC09-17-2010
John Richard LaflerEdward JonesMorgan Stanley$2510-08-2010
Richard Alan BestEdward JonesAllstate Financial Services, LLC$1002-28-2011
Paul Kelly HuntsmanEdward JonesD.A. Davidson & Co.05-27-2011
Joseph Max CarterEdward JonesChase Investment Services Corp.07-08-2011
Aleksandr Viktorovich SlyusarevEdward JonesWaddell & Reed11-07-2011
Kevin Christian LockardEdward JonesTD Ameritrade, Inc.12-02-2011
Edward Alfred FinholmEdward JonesMorgan Stanley02-01-2012
Michael O. FerreraEdward JonesWells Fargo Clearing Services, LLC$1008-24-2012
Donald Wade SteffinsEdward JonesAmeriprise Financial Services, LLC$10011-02-2012
David Arthur AkersonEdward JonesWells Fargo Clearing Services, LLC12-10-2012
Michael A. HillEdward JonesKey Investment Services LLC12-18-2012
Sara Jean LalandeEdward JonesJHS Capital Advisors, LLC04-05-2013
Jodi Lynn DavisEdward JonesJ.P. Morgan Securities LLC04-26-2013
Edward Alvarez Gonzales Sr.Edward JonesWells Fargo Clearing Services, LLC$2509-13-2013
Jeffrey Eugene AllenEdward JonesWells Fargo Clearing Services, LLC$10009-13-2013
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Showing 1 to 25 of 72 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.