Advisers on the Move

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
Rebecca FrazierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-04-2010
Pamela Mydell WadeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-30-2020
Samuel R FelixMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-25-2020
Kaushik BhaktaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2020
Uri Menachem FleischmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-14-2020
Kelley Patricia SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-11-2020
Billy Lee ApodacaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-09-2020
Jasmine L HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-02-2020
Lillian B HendersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-28-2020
Pablo TeranMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2020
Michael Anthony VegaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2020
Logan BaileyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-27-2020
Timothy Patrick KilleaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-13-2020
Jasmine Naomi GlennMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-09-2020
Anthony Adam DipaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-08-2020
John F HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-03-2020
David GodinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-18-2020
Jesse Lea BrownfieldMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-05-2020
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Courtney Lane HurtMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2020
Charles Landon TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-03-2020
Douglas Jamison IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-01-2020
Tyler Weekley TolesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-25-2020
Khoi Dinh VuMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-04-2020
Timothy Michael WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2020
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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.