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
Chad Miachel LibuttiMerrill Lynch, Pierce, Fenner & Smith IncorporatedW&S Brokerage Services, Inc.06-09-2020
Sara MayeuxMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.03-19-2020
Dustin BerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-02-2020
Robyn R RichardsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15003-02-2020
Whitney WeeksMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.10-01-2019
Lance Ray Griffith JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-08-2019
Morell S Crane IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-04-2018
Mary McCowen LeBlancMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-29-2017
Kayla Marie JulianMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.09-13-2016
Donald Laskey NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.08-26-2016
Raeann Marie SarsfieldMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Distributors, LLC07-08-2016
Clifton Alan MountMerrill Lynch, Pierce, Fenner & Smith IncorporatedHancock Whitney Investment Services Inc.08-24-2015
Cullen Gordon HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2015
Chad David SJ Jimbo Robertson Jr Chelsea SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$35006-18-2015
Chad Joseph DavidMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.06-18-2015
Alicia Mae CourvilleMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5006-18-2015
Samuel J Robertson JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$10006-18-2015
Brandon Clay JustusMerrill Lynch, Pierce, Fenner & Smith IncorporatedFPL Asset Management, LLC05-01-2015
Sarah Elizabeth HornsbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$2503-28-2012
Scott T MedeirosMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2503-01-2011
Elizabeth Q EntenmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5002-11-2011
Ivan LATIMER HendricksMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-22-2010
Edward Louis VamprineMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2510-02-2009
Michael R BranighanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5010-02-2009
Jeffrey DunbarMerrill Lynch, Pierce, Fenner & Smith IncorporatedStanford Group Company06-15-2009
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Showing 1 to 25 of 27 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.