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
Albert K. LazaroEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2018
Alec Elias RosarioEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
Alejandro Julius HaasEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-06-2012
Alexander ApellesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2019
Alexander Noel VarelaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50004-27-2009
Alexx K. FranklinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2015
Andrew Amberg PaulhusEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2019
Andrew B. BallEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
Anthony Dean RobbinsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50001-15-2010
Anthony Nathanial HoskinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-10-2017
April M ArmstrongEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2009
April Marie ConnellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Artemio Garza Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2009
Ashley Benton FellersEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-27-2011
Aurea Estelle Cruz De La WangerienEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50010-15-2010
Benjamin CarusoEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-26-2019
Benny J StewartEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-23-2015
Beth Aleta RoweEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-31-2018
Billy J CoxEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2012
Brandon David ArnoldEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2012
Brandon David ZaunEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2014
Brandon L. SlotnessEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2013
Bret StrongEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2016
Brewer Pope BentleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-03-2013
Brian Edward TraegerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2013
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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.