Advisers on the Move TEST

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
Andrea Spring WebsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-08-2016
Antje ZgrzebskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-13-2019
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Benjamin Jedd LaskowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1009-13-2011
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Brian L. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Brittany DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2015
Carina GerscovichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2016
Chad A. SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
David Wayne RiffeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-06-2017
Dominic Joseph MazzarellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-03-2016
Dustin Wayne TerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1011-18-2011
Dwight Phillip PendolaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1011-01-2010
Frank Sterling Miles IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-08-2019
Henry Lee CliftonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-19-2019
Jamie Bryan CalkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-10-2010
Jason S. WorleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-03-2016
Jeremy Dallas SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-28-2011
Joseph Donald RinchackMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-21-2011
Joseph Edward JarrettMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-12-2015
Joshua J. StoreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Kevin Gene StevensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1008-10-2012
Kristine Diane FeilMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-10-2014
Leann J BarberMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2012
Michael Todd PennyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10004-20-2012
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Showing 1 to 25 of 38 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.