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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacob Hunter FordMutual of America Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2020
Eric FullerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2020
Kevin Colby KuhnelBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-30-2020
Justin Christopher GibsonBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-30-2020
Daren Thomas DahmerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-29-2020
Sadarrion Dejion MiltonVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-28-2020
Carey Blair FarmerBBVA Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2020
Andrew R JohnsenTitleist Asset Management, Ltd.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2020
Raymond LopezEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-21-2020

Showing 1 to 9 of 9 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.