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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joyce Musson ZavresaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10006-22-2018
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
Phong Tan TruongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-01-2018
Michael VroomanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2018
Tara Selkov KlimesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-20-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1004-13-2018
Zachary Youldon MustaineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Scott Arthur TorsethMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-12-2018
Michael Ray DartMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Brian L. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Justin Thomas SaarMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Nicholas Bradley DeruyckMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-31-2018
Marshal Ryan BarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-26-2018
Vjollca GjinolliMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Justin Brian LemishMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-19-2018
George Vincent ArrivasMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2017
Marcos CalderonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-21-2017
Sebastian Christian HochuleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-18-2017
Stephen Mark FuscoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-04-2017
Kristin Ann AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-05-2017
Justin E. MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-01-2017
Charles Jeffrey HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2017
« Previous PageNext Page »

Showing 26 to 50 of 157 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.