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
Antonio Pina Pina ZentellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.04-02-2019
Aretta Lyn JenkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.08-08-2012
Bradley Wyman KeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.06-20-2011
Brodus David BurchMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.11-21-2019
Christopher Brooks RankinMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.$5011-15-2012
Cory Jeannette SprottMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.01-14-2020
David Christopher LebrunMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.10-21-2019
David Karl NewberryMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.11-29-2012
Glenn P Bessinger IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.09-21-2012
Gordon Colonel Bentley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.07-11-2016
Ian Andrew YehlingMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.$5011-08-2017
James Craig CarpasMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.01-12-2012
Jeffrey Carl LambMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.10-22-2010
Jeffrey Daniel HaganMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.09-07-2018
Jessica Dawn LongMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.07-24-2017
Jocelyn D McGregorMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.01-19-2018
John Cole MaxeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.06-08-2017
Juan Angel AndradaMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.12-05-2019
Kaye Rene SanfordMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.$5008-02-2018
Kevin Allen HammerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.09-12-2019
Lane Steven NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.08-01-2013
Larry Bart LafontMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.11-07-2011
Lauren Melissa LambMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.10-22-2010
Lucia J. MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.12-09-2016
Matthew Sheehan DominMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.08-08-2011
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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.