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
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Alicia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-03-2016
Amy Therese TeelMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-16-2015
Benjamin ParkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50012-10-2014
Brandon Alexander BellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-08-2015
Brandon S JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-07-2012
Brant Allen RustichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-01-2015
Brendan Jeremy DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-12-2015
Brian Brian LangMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-16-2017
Brian Douglas SelfMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10012-20-2010
Bryan LudwigMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10006-01-2011
Caleb Andrew StearMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10009-14-2016
Carlos Robert GuerreroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-17-2016
Casey A. StromerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25006-19-2009
Christopher Linear DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-27-2016
Constantina Marie CoxMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-20-2012
Dalas Lee GundersenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-09-2011
Daniel Salvador Armendariz Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-25-2015
David M BujacichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10009-26-2011
Elizabeth Nancy KnierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15002-20-2019
Eric Christopher FischerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-15-2017
Fortino Rene RiveraMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-31-2015
Frank SaldanaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-06-2010
George Vincent ArrivasMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2017
Gregory A. MeisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10003-21-2011
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Showing 1 to 25 of 61 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 “ — “ 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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