Advisers on the Move TEST

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
Deanna R. ConerlyMerrill Lynch, Pierce, Fenner & Smith IncorporatedOneAmerica Securities, Inc.04-07-2020
Landon J FoxMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.11-08-2019
Matthew Aaron KnoblauchMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-06-2019
Lawrence Wesley TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC08-30-2019
Devin Charles AnthonyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC06-05-2019
Eric K. HallMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-29-2019
Jessica Marie MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-02-2018
Nicole Chamberlin McGoffMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Funds Distributors, Inc.10-29-2018
Arec Wayne LigonMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.10-25-2018
Elidia Elizabeth AlvarezMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-07-2018
Jennifer Lynn MedlinMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.06-08-2018
Christopher M LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated05-10-2018
Sean Alan BuchanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2018
Kimberly A McCaslinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-05-2017
Landon Espy KelloggMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-14-2017
Mark Steven NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.07-20-2017
Richard A. SoleimaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC06-28-2017
Tyler William HaireMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC05-08-2017
Derek S McNewMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.09-30-2016
Stanley Edward Lee Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Distributors LLC08-19-2016
Brant Ray CookMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-07-2016
Bethany YoungsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-27-2016
Phillip P. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.05-16-2016
Debra Jane CurryMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-30-2015
Jacob StatzMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-19-2015
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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.