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
Matthew EhrenreichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2018
Cooper Randolph WoolsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-29-2018
Joyce Musson ZavresaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10006-22-2018
Cigi HollingsworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2018
Sanjay Peter BrittoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-11-2018
Phong TruongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-01-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Zachary Youldon MustaineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Brian Louis WilliamsMerrill 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
Justin Brian LemishMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-19-2018
Cody James HolodyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2017
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
Justin Edward MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-01-2017
Charles Jeffrey HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2017
Ryan Christopher OMalleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-05-2017
Wally Chi LuuMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2017
James Ryan MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-09-2017
Meredith Lee GuedryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-21-2017
Thomas Ray SchloederMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-19-2017
Katherine Yvonne YounceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-02-2017
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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.