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
Corey Michael BurtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-24-2009
Kyle W. DuryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-14-2010
Eric David JamesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2010
Eric Michael CookMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-25-2010
Jonathan M VargoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-29-2011
George Joseph CarrollMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1006-22-2011
Nicholas Justin DickinsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-09-2011
Sharlee Nicole ZalewskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-24-2012
Jeffrey Lynn TroutmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-29-2012
April M. ArmstrongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-24-2014
Cody Russell TellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2016
Ronald J. KimMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2016
Nghi T VanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
Piero A. VelasquezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-26-2016
Michael D. HilkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2017

Showing 1 to 16 of 16 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.