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
Travis J. HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-09-2010
Jamie Bryan CalkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-10-2010
Dwight Phillip PendolaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1011-01-2010
Victor M. OliveraMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-21-2011
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Benjamin Jedd LaskowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1009-13-2011
Jeremy Dallas SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-28-2011
Dustin Wayne TerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1011-18-2011
Joseph Donald RinchackMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-21-2011
Michael Todd PennyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10004-20-2012
Leann J BarberMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2012
Kevin Gene StevensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1008-10-2012
Robert Anthony PisaneschiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-08-2014
Kristine Diane FeilMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-10-2014
Tiffany Lynne MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-04-2015
Brittany DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2015
Mynor Enrique MejiaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-16-2015
Joseph Edward JarrettMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-12-2015
Andrea Spring WebsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-08-2016
Miguel Angel DavilaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2016
Stephen Joseph CuneoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2016
Carina GerscovichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2016
Jason S. WorleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-03-2016
Dominic Joseph MazzarellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-03-2016
Richard Way IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-05-2016
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Showing 1 to 25 of 38 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.