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
Brenda Sue HuberLPL Financial LLCEdward Jones11-16-2009
Teri Lynn Ploharz-BollingLPL Financial LLCEdward Jones11-18-2009
R Brian WrightLPL Financial LLCEdward Jones$1012-11-2009
Christopher Michael RischeLPL Financial LLCEdward Jones$1006-01-2010
John Brian WhiteLPL Financial LLCEdward Jones$1011-29-2010
Mourad Ibrahim GhalyLPL Financial LLCEdward Jones$2512-21-2010
Eric Merle BriggsLPL Financial LLCEdward Jones02-01-2011
Thomas Howard WilderLPL Financial LLCEdward Jones05-02-2011
Eric Everett TerrillLPL Financial LLCEdward Jones08-23-2011
Matthew James RyanLPL Financial LLCEdward Jones09-22-2011
Thomas Lee TauvellLPL Financial LLCEdward Jones10-26-2011
Douglas L LillyLPL Financial LLCEdward Jones$2508-10-2012
Derrick Stanley CaseyLPL Financial LLCEdward Jones$2508-23-2012
Jess Foster CarknerLPL Financial LLCEdward Jones02-19-2013
Allen Roy ErnstLPL Financial LLCEdward Jones$10004-12-2013
Robert Hon Lung LoLPL Financial LLCEdward Jones$1007-16-2013
Nicholas Damien RossolilloLPL Financial LLCEdward Jones10-10-2014
Timothy Bruce DoeringLPL Financial LLCEdward Jones$2503-12-2015
Karee Ann EliasonLPL Financial LLCEdward Jones10-18-2016
Seongbae KimLPL Financial LLCEdward Jones10-28-2016
Bret Patrick EdenswordLPL Financial LLCEdward Jones07-09-2018
Glenn R. RichardsonLPL Financial LLCEdward Jones10-28-2019
Catherine Mary McDougallLPL Financial LLCEdward Jones12-03-2019

Showing 1 to 23 of 23 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.