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
Todd A. McCameyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$10008-01-2019
Lee Bishop HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$10011-04-2015
Catherine Sharp SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$10005-29-2009
Matthew Paul MccoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$25005-29-2009
Cindy Speigner CornetteMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$10005-01-2009
John Andrew Murfee IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAvondale Partners, LLC$10004-23-2014
Eilier TeruelMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-29-2019
Miranda Louise MartMerrill Lynch, Pierce, Fenner & Smith IncorporatedBankers Life Advisory Services, Inc.10-17-2019
Jeremy Ray StephensMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.02-11-2015
J. Robert GrubbsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.$10007-23-2012
Dion Thomas ThomidisMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC11-25-2019
Shane Allen CaldwellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Advisor Networks LLC$15007-30-2018
Kevin Stuart FillersMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Advisers LLC$10003-28-2016
Christopher Gavin BoldingMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC01-05-2018
Sean Taylor WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC$25007-01-2016
Bobby Jacob TallentMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.$10011-06-2019
Robert E Mcadams Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.$25009-27-2016
Stefan Daniel GertschMerrill Lynch, Pierce, Fenner & Smith IncorporatedChickasaw Securities, LLC09-28-2009
Brett Tyler HuntMerrill Lynch, Pierce, Fenner & Smith IncorporatedCincinnati Analysts, Inc.04-18-2012
Daniel B GreavesMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.09-20-2018
Kevin Stophel, Matthew McCoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedConcert Wealth Management$9009-13-2012
William Gregory SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC12-07-2012
Brandon Rashard LittletonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurian Clearing, LLC05-22-2014
Michelle Lynn EastMerrill Lynch, Pierce, Fenner & Smith IncorporatedDuncan-Williams, Inc.11-26-2014
Justin E. MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50009-01-2017
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Showing 1 to 25 of 104 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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