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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew D. JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
Jacob Ryan FullerEdward JonesThe Huntington Investment Company08-20-2018
Shane Thomas ClarkeEdward JonesEdward Jones08-20-2018
Juvie Ann C. JimenezCharles Schwab & Co., Inc.TD Ameritrade, Inc.08-17-2018
Donald Robert RuzickaEdward JonesScottrade, Inc.08-17-2018
Wesley Dale WalkerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5008-17-2018
David Patrick NadeauEdward JonesMML Investors Services, LLC08-17-2018
Ryan P. DwyerEdward JonesE*TRADE Securities LLC08-17-2018
Stephen Robert PhairEdward JonesBBVA Securities Inc.08-17-2018
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Brian Jacob KnappTD Ameritrade Investment Management, LLCEdward Jones08-17-2018
Eric Robert DewaltEdward JonesCetera Investment Services LLC08-16-2018
James Franklin ThomasAmeriprise Financial Services, LLCAmerican Century Investment Services Inc.08-15-2018
Derenda KingLaBrunerie Financial Services, Inc.Waddell & Reed08-15-2018
Wayne Allan WeimerEdward JonesWoodmen Financial Services, Inc.08-14-2018
Maria Del Colon-HernandezEdward JonesUBS Financial Services Inc.08-13-2018
Allison Rachel Senecal AventEdward JonesMercer Allied Company, L.P.08-13-2018
Henrique Oliveira CataldiEdward JonesEqis Securities, LLC08-13-2018
Michael Frederick PowersEdward JonesEdward Jones08-13-2018
Robert Patton StansberryCutter & Company, Inc.Wells Fargo Advisors Financial Network, LLC$108-10-2018
Douglas E. EsenwineEdward JonesCitizens Securities, Inc.08-10-2018
Christopher A. SparksFirst Heartland Capital, Inc.USA Financial Securities Corporation08-08-2018
David M AptedBristol Financial LLCForest Securities, Inc.08-08-2018
Joshua Wickham RuhlmannMutual of Omaha Investor Services, Inc.Transamerica Financial Advisors, Inc08-07-2018
Natalie QuirozEdward JonesWells Fargo Clearing Services, LLC08-07-2018
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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.