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
Edward John AhoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-16-2009
Drew Jamison MunsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-20-2009
Casey A. StromerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25006-19-2009
Mark Edward BurfordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50006-22-2009
Joshua Charles StrimpleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2009
Manuel M RobertoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50007-08-2009
Marcus Alan DickersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10007-31-2009
Jeremy M. TshudyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$19008-24-2009
Shawn Joseph BilliotMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-24-2009
David Raymond DrogonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-31-2009
Joshua D FrankelMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-14-2009
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25010-16-2009
Matthew David SheridanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10010-23-2009
Marc Anthony DesantisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2009
Justin Alan PatrignaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-20-2009
Corey Michael BurtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-24-2009
John Francis KarstrandMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25012-07-2009
Alan J Hadad Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-19-2010
Joshua David RochonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-19-2010
Jeffrey Michael PisanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50003-05-2010
Travis J HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-09-2010
John P BunchMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10003-31-2010
Michael WorleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10004-27-2010
Rebecca Loyd FrazierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25004-30-2010
Thomas John MajchrowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-30-2010
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Showing 1 to 25 of 428 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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