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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Courtney Lane HurtMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2020
Charles Landon TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-03-2020
Douglas Jamison IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-01-2020
Tyler Weekley TolesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-25-2020
Khoi Dinh VuMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-04-2020
Timothy Michael WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2020
Duncan G HarpMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-24-2020
Shannon Noel ScottMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-13-2020
Patrick Jerome McclernonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-12-2020
Devaun Shawntel SwaffordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-14-2020
Megan Melissa StewartMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-07-2020
Clint CoburnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-24-2019
Nigelenn Estrella HolmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2019
Victoria Tatyana RimpseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-17-2019
Jovan O. PizarroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Matt Thomas MertensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Saul HernandezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-31-2019
Brandon Tyler GlowackiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2019
Ronnie OatsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2019
Mitchell Scott ThunellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-03-2019
John Anthony Gaspa IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-23-2019
Craig M. BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2019
Antje ZgrzebskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-13-2019
Michael C DriscollMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-29-2019
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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.