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$25006-19-2009
Frank SaldanaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-06-2010
Brian Douglas SelfMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10012-20-2010
James David BeckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50003-14-2011
Gregory A. MeisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10003-21-2011
Bryan LudwigMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10006-01-2011
Dalas Lee GundersenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-09-2011
David M BujacichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10009-26-2011
Jonathan S MuirMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50009-29-2011
William John LyonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-14-2011
Rebecca Ardis EastomMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-25-2012
Kayla Renee LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-01-2012
Brandon S JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-07-2012
James C CravensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50003-15-2012
Michael Todd EckholdtMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-13-2012
Constantina Marie CoxMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-20-2012
Joseph KirklandMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10012-12-2012
Madelyn Haree KimMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-17-2014
Tigran AreshianMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-24-2014
Kristine A RodarteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-08-2014
Robert Mark SteckMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-15-2014
Manny John MargaretisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-04-2014
Benjamin ParkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50012-10-2014
Natalie ChappiusMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-09-2015
Patrick Christian KeplingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-20-2015
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Showing 1 to 25 of 61 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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