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
Nathan David EberlyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2020
Evan GoodrichEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2020
Kyle WeldonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Benjamin Nathanial FredricksonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Franklin Daniel McdonaldEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2020
John F. HughesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2020
Ronald Estuardo LoyoEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
Dwight Lorenzo Beasley Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
Paolo Francesco CatucciEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
Shawn Richard SwartzEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-03-2020
Larry Eugene FosterEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$2501-31-2020
Udochi M. Osuagwu Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2020
Ramon BaezEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2020
Lucas Miguel RomeroEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2020
Loren EvansEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2020
Kyle W. DuryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-19-2019
Michael Joseph ZatarainEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2019
Alexander ApellesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00012-06-2019
Sarah Nicole WhiteEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2019
Mark-Christopher B. WeissEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Jason Brooks TurnerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
John Kalvin KimEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
Seth David ThompsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2019
Nicholas Abraham TrentEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-07-2019
Crystal Diane RoseberryEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2019
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Showing 1 to 25 of 258 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.