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
Chrystian Alexander QuinonesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Sean MuncyUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2019
Albert K. LazaroEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2018
Wesley Dale WalkerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2018
Kevin Michael BeahanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2018
William Cordell WitherspoonAdvocacy Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2018
Jesse Clayton LangleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2018
Jennifer Marie MackieEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2018
Christopher T HuxleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-23-2018
Abraham William RadmaneshUMB Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2017
Christopher Grimes ErnstRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2017
Adam Michael Bichsel, Jason William Larch, Michael Patrick KeeganMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Robert James OglesbyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2017
Jonathan Augustine DoldWise Wealth, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-31-2017
Dustin B. HallEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-20-2017
Pia Domineke MeyerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2017
Samantha D'AngeloWise Wealth, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-07-2016
Sharmila GangopadhyayU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-21-2016
Bradford Arthur Hutchins IIUMB Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-15-2016
Dwane Edmond Waterbury IIIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2016
Rhonda Lee SorensenArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated06-15-2016
Shaun Michael WeberEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2016
Thomas R Van DeventerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2016
Zach A. SchroederEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-11-2016
John Francis HoranBristol Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2016
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Showing 1 to 25 of 101 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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