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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shawn Marie DesmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
Stephanie Bond GreerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-18-2013
Stephanie GreerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$18901-18-2013
Stephanie Rae BurkettMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Stephen Alexander EschenMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.06-30-2016
Stephen Daniel GrimesMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.04-06-2018
Steven Phillip GillanMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Tatyana Dmitry TrappMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.11-07-2011
Teresa Marie SchuelkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedH. Beck, Inc.04-11-2018
Tj J. HidingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Trent Walker MontagueMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Veronica CancholaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15011-07-2018
William Jesse TurleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Wynn PayackapanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$3310-06-2017
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Showing 101 to 114 of 114 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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