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
Kyle W. DuryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-19-2019
Michael Joseph ZatarainEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2019
Alexander ApellesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2019
Sarah Nicole WhiteEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2019
Mark-Christopher B. WeissEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Jason Brooks TurnerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
John Kalvin KimEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
Seth David ThompsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2019
Nicholas Abraham TrentEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-07-2019
Crystal Diane RoseberryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2019
Stephen K. SwansonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-13-2019
Andrew Amberg PaulhusEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2019
Sean Michael MoriartyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-06-2019
Douglas Glen MowrerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-30-2019
Kenard V. Roach Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-26-2019
Alec Elias RosarioEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
April Marie ConnellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Joseph Anthony Meyer IVEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2019
Jason Alexander BausherEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50008-02-2019
Shane Wesley MccoyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-29-2019
Greg William HarmonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-19-2019
Christopher William BellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Nigelenn Estrella HolmanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
Kyle Harrison BlackEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2019
William Joel HaneyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2019
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Showing 1 to 25 of 245 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.