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
Lynn Frances PadroMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-01-2020
Robert Adikes IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-25-2020
Sean A. HorsleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-10-2020
Tyler Douglas WisslerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC02-28-2020
Vladimir Jacky TranquilleMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC02-13-2020
Todd Mccabe O'DonnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-21-2020
Daniel ZombackMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-15-2020
Steven GodichMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-08-2020
Justin James AikensMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-08-2020
Amanda Leigh BucherMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-02-2020
Candace Lyn DoverspikeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-18-2019
Drew Taylor JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-13-2019
Tourab Mawaz-KhanMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-21-2019
Benjamin SimonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-19-2019
Darrun Jean-Luc MohanMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-18-2019
Timothy J. HerrickMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-05-2019
Jared Steven KornMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-05-2019
Jesse Albert Parsley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC$1010-15-2019
Jonathan Ryan MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC09-23-2019
Kevin Bradly BuschMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC$5009-16-2019
Austin Shane HendricksMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-29-2019
Sunn Sun YeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-23-2019
Annie Pei-Ying ChenMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-19-2019
David P. MarquisMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-07-2019
Eilier TeruelMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-29-2019
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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.