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
James Bruce JohnsonRoyal Alliance Associates, Inc.Edward Jones01-11-2019
Mark Stephen ClureEnso Wealth Management, LLCEdward Jones12-24-2018
Casey August ClureEnso Wealth Management, LLCEdward Jones12-21-2018
Leif Stefone TinsleyCUSO Financial Services, L.P.Edward Jones12-17-2018
Jon Kenneth HarrisLPL Financial LLCEdward Jones$15012-14-2018
Patrick Joseph Phelan IIILPL Financial LLCEdward Jones$10012-07-2018
John Alexander GeresiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-26-2018
Nathan Kamran AfshinJ.P. Morgan Securities LLCEdward Jones11-20-2018
Michael Scott CampbellGeneos Wealth Management, Inc.Edward Jones11-09-2018
Michele Ann IngRaymond James Financial Services, Inc.Edward Jones$10011-05-2018
Eric Nathan SchoonoverVALIC Financial Advisors, Inc.Edward Jones10-30-2018
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Christopher Mark ChequerMorgan StanleyEdward Jones10-25-2018
David Robert JonesEnso Wealth Management, LLCEdward Jones10-24-2018
Alyssa Marie TitusRBC Capital Markets, LLCEdward Jones10-23-2018
Timothy A PettyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-18-2018
Jonathan Yakin FernandezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-08-2018
Oscar GaytanJ.P. Morgan Securities LLCEdward Jones10-03-2018
Paul Matthew DelzioWedbush Securities Inc.Edward Jones$50009-26-2018
Bradley Tadao KajiwaraCetera Advisor Networks LLCEdward Jones09-25-2018
Cutter B. AmosJ.P. Morgan Securities LLCEdward Jones09-13-2018
Sandra Kay CadeSecurities America, Inc.Edward Jones$15009-10-2018
Nicholas Tyler ScottAlamo CapitalEdward Jones09-06-2018
Daniel A. GarciaVoya Financial Advisors, Inc.Edward Jones08-22-2018
Amal HagisufiPruco Securities, LLC.Edward Jones08-15-2018
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Showing 1 to 25 of 52 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.