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
Thomas Tedrick ZimmerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-29-2009
Perry A GuthrieMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-22-2009
Christopher M. KaufenbergMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-16-2009
Tyler Brooks CornMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC02-28-2011
Joshua Lee KuhbanderMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC$10004-25-2011
Sonja Michelle EliaCamarda Wealth Advisory GroupFidelity Brokerage Services LLC06-14-2011
Moritz Clemens MewsMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-08-2011
Charrissa Christy WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-06-2011
Roderick Rodell JeffersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-13-2011
Richard Allen DoxtatorMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-25-2012
Demel I GonzalezHeartwood Financial ServicesFidelity Brokerage Services LLC06-01-2012
Cassandra Michelle SmalleyDoyle Wealth Management, Inc.Fidelity Brokerage Services LLC07-30-2012
Michael David ErbaioVALIC Financial Advisors, Inc.Fidelity Brokerage Services LLC09-26-2012
Kurt J. HarveyMorgan StanleyFidelity Brokerage Services LLC04-17-2013
JAMES GAVIN HAWKINSMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-22-2013
Joshua Daniel KrafchickMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-31-2013
Kenneth Sean PolleyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10008-02-2013
Andrea Miyashiro CulbertsonUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC09-12-2013
Kyle Andrew StanutzMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-26-2013
Brian Torrey PeckMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-03-2013
Michael Craig CairaVALIC Financial Advisors, Inc.Fidelity Brokerage Services LLC12-20-2013
Allan Raymond IslaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC02-06-2014
Robert Earl TollettMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-02-2014
Jonathan Scott EdwardsMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-19-2014
Ian S. MarkowitzState Farm VP Management Corp.Fidelity Brokerage Services LLC$50011-20-2014
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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.