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
Jessica Lashae' OliphantEdward JonesWells Fargo Clearing Services, LLC08-07-2018
Wade Scott SchmidtEdward JonesT. Rowe Price Investment Services, Inc.08-06-2018
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Christopher ErlewineBuckingham Strategic Wealth, LLCARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC08-06-2018
Jerry Allen SloneBuckingham Strategic Wealth, LLCARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC08-06-2018
Patrick Randell NorfleetEdward JonesWells Fargo Clearing Services, LLC08-03-2018
Tania C. FosterEdward JonesGWFS Equities, Inc.08-03-2018
Evan James MartinezEdward JonesEdward Jones08-03-2018
Kristin Bence PooleKrilogy Financial LLCBuckingham Strategic Wealth, LLC08-02-2018
Robert Angel MolinaSeverin Investments LLCEdward Jones08-02-2018
Case William ElderCharles Schwab & Co., Inc.TD Ameritrade, Inc.08-01-2018
Danton Kent TroyerMoneta Group Investment Advisors, LLCPrivate Client Services, LLC08-01-2018
Edward Wygant Gray IIIBuckingham Strategic Wealth, LLCFinancial Solutions Advisory Group08-01-2018
Arjun Thumma ReddyEdward JonesKey Investment Services LLC07-31-2018
Angela Atkins AmbroseEdward JonesSECU Brokerage Services07-31-2018
Jacob Daniel StansfieldPrincipal Securities, Inc.Kalos Capital, Inc.07-30-2018
Daniel James FrankEdward JonesRademacher Financial, Inc.07-30-2018
Joey Marie OrdwayEdward JonesPruco Securities, LLC.07-30-2018
Kenneth Jerry Eller Jr.Edward JonesSynovus Securities, Inc.07-30-2018
Craig William DennisEdward JonesThe Leaders Group, Inc.07-30-2018
Rafael Salvador NunezEdward JonesWells Fargo Clearing Services, LLC07-30-2018
Brandon Thomas WhitmoreEdward JonesFidelity Personal and Workplace Advisors07-30-2018
Jennifer Lee BoulangerEdward JonesVALIC Financial Advisors, Inc.07-27-2018
Seth Jacob CollinsEdward JonesLPL Financial LLC$5007-27-2018
Kevin James WalkerEdward JonesThrivent Investment Management Inc.07-27-2018
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Showing 226 to 250 of 552 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.