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
Kimberly Marie ReynoldsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-03-2020
Anthony Mell Mcintosh JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-22-2020
Mahogany Arleigh WoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-22-2020
Jolette Nicolle LandressMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-29-2019
Gerald Leroye AddyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-23-2019
Michael William MeschkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-16-2018
Kemar C. BernardMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-12-2018
Joseph K. HuntMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-05-2017
Richard Bailey Hicks IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$22409-22-2016
Nancy Harris WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$10006-23-2016
Thomas Herbert Williams IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$10006-23-2016
Jason Edward WatkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-17-2016
Joshua K. SpeeseMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-09-2016
Rick Harrison BonfimMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5004-22-2016
Jordan Paul McLendonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-22-2016
Eric Raynard ScottMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$2501-04-2016
Thomas Mcnab ReevesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-02-2015
Phillip Mark MidasMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-12-2014
James Wesley BarnettMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-31-2014
Kyle Thomas WareMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-02-2014
John Allan WhitwellMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$2505-04-2012
Brett Michael WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5005-04-2012
Antonio Peter ConticelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-10-2012
Chris Peter SotusMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5009-29-2011
Michael Earl McCulloughMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5009-29-2011
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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.