Advisers on the Move

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
Casey A. StromerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2506-19-2009
Joshua Charles StrimpleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2009
Jeremy M. TshudyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-24-2009
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Marc Anthony DesantisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2009
Rebecca Loyd FrazierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2504-30-2010
Rebecca FrazierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-04-2010
Kyle W. DuryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15005-14-2010
Robert David O'BrienMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-03-2010
Gene Paul SerrellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-08-2010
Jamie Bryan CalkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-10-2010
Ivan Latimer HendricksMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1009-22-2010
Joshua Adam KammererMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1010-01-2010
Michael Joseph CarranoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2510-08-2010
Stanley Lamar StephensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2010
Zachary Imes ButlerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-12-2010
Gregory A. MeisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1003-21-2011
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Jeffrey D SeiverthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Kristoffer Ryan MarshallMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2506-03-2011
Christopher John TrinceriMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1007-15-2011
Mary McKennaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-15-2011
Madeline Jo ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1008-08-2011
Stephen Edward KwederisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-01-2011
Tyler Scott DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-02-2011
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Showing 1 to 25 of 157 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.

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