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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Pamela Mydell WadeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-30-2020
Jeremy Shane FareMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15007-09-2020
John Sergeant PuckettMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors06-15-2020
Ryan DolarMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors06-15-2020
Courtney Jane Murphy-MesaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors05-01-2020
Andre B Marvray II IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-01-2020
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Michael Ahren McKuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-30-2020
Gerald Keith GeterMerrill Lynch, Pierce, Fenner & Smith IncorporatedFarmers Financial Solutions, LLC02-04-2020
Kimberly Marie ReynoldsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-03-2020
Anthony Mell McIntosh JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-22-2020
Joshua Phuong PhamMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors01-06-2020
Ryan Sutton BroomeMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors01-03-2020
Ashley Corbin DentMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.12-06-2019
Zondria BondMerrill Lynch, Pierce, Fenner & Smith IncorporatedSynovus Securities, Inc.11-05-2019
Benito J Canales IiMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15010-22-2019
Tien Hsiang SunMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC10-18-2019
Jolette Nicolle LandressMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-29-2019
Kimberly Johnson AlmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-02-2019
Patrick Thomas CampbellMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC06-28-2019
Patrick Gene HojanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC$15004-24-2019
Michael William MeschkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-16-2018
Kemar CHRISTOPHER BernardMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-12-2018
Sonia CrumplerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$1,00011-09-2018
James Michael FergusonMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.09-20-2018
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Showing 1 to 25 of 125 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.