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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Linda K. WinkelmanU.S. Bancorp Investments, Inc.Edward Jones$15001-11-2019
James Bruce JohnsonRoyal Alliance Associates, Inc.Edward Jones01-11-2019
Paul David Russell Jr.Northwestern Mutual Investment Services, LLCEdward Jones01-09-2019
Steven Brian BrownGWFS Equities, Inc.Edward Jones01-09-2019
Kellen Paris WoodardEdward JonesEdward Jones01-08-2019
Jordan A. DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Westin Ryan WeeastMorgan StanleyEdward Jones01-08-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Jon Robert HansenRaymond James Financial Services, Inc.Edward Jones01-07-2019
Michael A. SmithQuestar Capital CorporationEdward Jones01-07-2019
Daniel CaseyAthena Advisory Services Inc.Edward Jones01-07-2019
Kamil FalkowskiEdward JonesEdward Jones01-04-2019
Kevin Carlton HarveyJ.P. Morgan Securities LLCEdward Jones01-03-2019
Karissa Megan HarrisBBVA Securities Inc.Edward Jones01-02-2019
Jeffrey Alan DutmersCharles Schwab & Co., Inc.Edward Jones01-02-2019
Eric Thomas HigdonLPL Financial LLCEdward Jones01-02-2019
Ricardo Medinilla Medinilla GutierrezRegulus Advisors, LLCEdward Jones01-02-2019
Kevin Joseph BlackLincoln Financial Advisors CorporationEdward Jones$2512-26-2018
Mark Stephen ClureEnso Wealth Management, LLCEdward Jones12-24-2018
Sean Richard SpringerEdward JonesEdward Jones12-21-2018
Casey August ClureEnso Wealth Management, LLCEdward Jones12-21-2018
Justin Curtis RueterCompass Retirement Group LLCEdward Jones12-19-2018
Richard Fifield JrCUNA Brokerage Services, Inc.Edward Jones12-18-2018
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
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Showing 1 to 25 of 516 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.