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
Chad A. SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
Cristian H IzquierdoFidelity Brokerage Services LLCEdward Jones12-05-2018
Joel Nicholas FonsecaCharles Schwab & Co., Inc.Edward Jones12-04-2018
Nikko J RichardsonMorgan StanleyEdward Jones11-20-2018
Nicholas J HughesRaymond James Financial Services, Inc.Edward Jones11-14-2018
Hamid Reza AbdollahiShariaPortfolio, Inc.Edward Jones10-16-2018
Arthur Richard LewisPruco Securities, LLC.Edward Jones10-09-2018
John Hodgdon IIAXA Advisors, LLCEdward Jones09-27-2018
Patrick Wayne NorrisThrivent Investment Management Inc.Edward Jones09-25-2018
Jo Ellen MooreThrivent Investment Management Inc.Edward Jones06-19-2018
Jacob E. GeorgeFidelity Brokerage Services LLCEdward Jones05-23-2018
Jillian Drew KennedyThrivent Investment Management Inc.Edward Jones05-16-2018
John A CarriganLPL Financial LLCEdward Jones05-14-2018
Omar NassarRaymond James Financial Services, Inc.Edward Jones04-12-2018
Brian L. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Nathan William GaubatzFidelity Brokerage Services LLCEdward Jones03-30-2018
John Daniel McCoolRaymond James Financial Services, Inc.Edward Jones03-26-2018
Michael Robert SmithVALIC Financial Advisors, Inc.Edward Jones03-19-2018
Bethany Louise BurgessAXA Advisors, LLCEdward Jones03-14-2018
Cody Tyler DanielsWells Fargo Clearing Services, LLCEdward Jones03-12-2018
Christopher Dizon ThornhillThrivent Investment Management Inc.Edward Jones02-09-2018
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Jamel GordonRaymond James Financial Services, Inc.Edward Jones$1003-02-2018
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
Mark D. AlarieCetera Investment Services LLCEdward Jones$15004-20-2018

Showing 1 to 25 of 25 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.