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
William Joel HaneyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2019
Susan Miller CrosbyWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2019
Robert Shakib Bader Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Randy Grant CramerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Mason Joel HayesRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-29-2018
Heather Renee SkinnerStephensMerrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2018
Taylor Adams, Annie NorrisRaymond JamesMerrill Lynch, Pierce, Fenner & Smith Incorporated$18003-01-2018
Taylor Adams, Annie NorrisRaymond JamesMerrill Lynch, Pierce, Fenner & Smith Incorporated$18002-16-2018
Annie Laurie NorrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-16-2018
Kenneth Taylor AdamsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Nicholas Clay ElliottAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-29-2016
Joe Hahn LockeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$12109-16-2016
Juan Carlos MoralesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-16-2016
Michael Pereira D'AlmeidaU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1006-03-2016
Jarod Nathan WessonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2016
Clint Earl MorrisArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated03-23-2016
Charles Andrew WallaceWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50003-16-2016
Christopher J. BoushelleWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-16-2016
Jennifer Turner KeyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2015
Mary Elizabeth PedersenArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated09-23-2014
Allyn Lindley DonaubauerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-05-2014
Shelby Scott FeurtadoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2014
Brent Henry, Dustin Colebank, Mike HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$23006-22-2012
Brent Taylor Henry, Dustin Clay Colebank, Joshua R. McCaslin, John Michael HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-22-2012
Matthew Bart BrowningSecurities America, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1004-20-2012
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Showing 1 to 25 of 31 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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