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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Frank Sterling Miles IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-08-2019
Kimberly Johnson AlmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-02-2019
Rafael SaezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-06-2019
Brian Alan WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
Francisco A RosalesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-27-2019
Jacob Hunter FordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-22-2019
Wylie Lars NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-20-2019
Doan Dong NguyenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-11-2019
Krystle Marie-Marcia NemoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2019
Mary Elizabeth HelineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-25-2019
Chad A. SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
John Alexander GeresiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-26-2018
Nicholas ChampagneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-13-2018
Delford Paul McCallister IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2018
Ronald Stephen KnightMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-06-2018
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Marlene Andrea Raffington LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-12-2018
Cigi HollingsworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2018
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Sanjay Peter BrittoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-11-2018
Michael VroomanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2018
Tara Selkov KlimesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-20-2018
Zachary Youldon MustaineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
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Showing 1 to 25 of 157 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 β€œ β€” β€œ 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.

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