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
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Andrew Charles TreptowMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-23-2015
Andrew Colbert WilliamsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2012
Austin PareMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-21-2013
Brandon D. ZaunMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-04-2016
Cecil Lee Ballew Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-01-2014
Chad C. SewellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-25-2011
Craig LiguoriMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-21-2015
David Paul RaphaelMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-24-2015
Dvon Anthony Wendell JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-21-2012
Ian Michael RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2504-04-2014
James Edwin RogersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2013
James Paul StoesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-16-2016
John BoothbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-01-2016
Johnie OgdenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-10-2014
Jonathan Lyle WheelerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-10-2014
Joshua Adam KammererMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1010-01-2010
Jovan O. PizarroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Kimberly F. MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-17-2015
Kristoffer Ryan MarshallMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2506-03-2011
Kyle Thomas MasingillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-13-2014
Lance K. OlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-24-2014
Lisa Laureen ModinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2014
Logan Thomas HancockMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-04-2015
Lonnie Eugene DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-24-2014
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Showing 1 to 25 of 37 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.