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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark-Christopher B. WeissEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Joseph Anthony Meyer IVEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2019
Warren Randall TylerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$22012-21-2017
Curtis Wayne RencherEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2017
Everardo Jose HuertaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Julie LalwaniEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-01-2017
Daniel Joseph ReisbacherEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2017
Yamen Abdulmunam FellahEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10012-02-2016
Justin Karl PaeperEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$42012-01-2016
Matthew Aaron St JohnEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$12008-19-2016
Bret StrongEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2016
Thomas Joseph DoodyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-03-2015
Brandon David ZaunEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2014
Ryan Riley WestphalEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2012
Leon Roy BinderEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50010-08-2012
Roy Eugene McclungEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50005-14-2012
John Randall GriffisEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50011-25-2011

Showing 1 to 17 of 17 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.