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
Sean Patrick ClementzEdward JonesAmeriprise Financial Services, LLC06-04-2018
Christopher John HartEdward JonesWells Fargo Clearing Services, LLC06-04-2018
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Nicholas Joseph GehrsCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10006-02-2018
Cheri Kay DegeareCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC06-02-2018
Joseph Radu BeckCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC06-01-2018
Thor Ericksen MelsonEdward JonesProEquities, Inc.06-01-2018
Steven James HasenmuellerLPL Financial LLCVoya Financial Advisors, Inc.05-31-2018
Jennifer Lee JenningsHighTower Securities, LLCWells Fargo Clearing Services, LLC05-30-2018
Charles Landon TaylorEdward JonesFDX Capital LLC05-29-2018
Russ Miller StallingsEdward JonesFS Investment Solutions, LLC$5005-29-2018
Jerry Lee WestMoneta Group Investment Advisors, LLCArchford Capital Strategies, LLC$25005-29-2018
Heath Michael CatoPNC InvestmentsScottrade, Inc.05-25-2018
Audra Gillespie CoxEdward JonesSECU Brokerage Services05-24-2018
Seth Martin SpadingWise Wealth, LLCSpading Wealth Coaching05-24-2018
William George Alexander JrEdward JonesWells Fargo Clearing Services, LLC05-22-2018
Jacob Hunter FordEdward JonesJ.P. Morgan Securities LLC05-22-2018
Eric Michael MilhouaEdward JonesWells Fargo Securities, LLC05-21-2018
Crystal Sage BarkerEdward JonesPNC Investments$1005-18-2018
John Oliver WrightEdward JonesStrategic Advisers LLC05-18-2018
Benjamin David JohnsonCambridge Investment Research, Inc.Securities America, Inc.05-17-2018
Jeffrey Michael DiltheyMutual of America Securities LLCScottrade, Inc.05-17-2018
Veronica Suzanne BrooksWells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC05-17-2018
Timothy Alan VolkerEdward JonesForesters Financial Services, Inc.05-16-2018
David IvanoudisEdward JonesProEquities, Inc.05-15-2018
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Showing 326 to 350 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.