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
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Gerardo CalderonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-30-2018
Michael Anthony D'OnofrioMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-25-2018
Joel Ross MinnichMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-15-2018
Anthony Evon Clark Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-14-2018
Ryan James BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-10-2018
Rajiv Ritesh MehtaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-02-2018
Michael Gregory SextonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-18-2018
Maurice Devon KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-12-2018
Jacob Bittinger LucasMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-04-2018
Ning GuoMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC05-15-2018
Dillon Jacob GeelanMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC05-09-2018
Luke James TrotochaudMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-30-2018
Josue Eduardo GonzalezMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-26-2018
Nicholas Daniel HendersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-13-2018
Ross Daniel YagerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC03-20-2018
Deidre Nicole WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC03-05-2018
Jeremy Jordan AudasMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC03-05-2018
Dallas Lester JacksonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC02-20-2018
Brian Glenn ZuckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-26-2018
Steven Solar ParkMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-25-2018
Michael GiordanoMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-12-2018
Robert John EmersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-18-2017
Blake Estep BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
Heather Marie BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
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Showing 1 to 25 of 185 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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