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
Adam Troy BerlinVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1011-21-2013
Ashlee E. VingleCUNA Brokerage Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2013
Brian R. ThomasCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2009
Byron C. WilliamsonMorgan Stanley & Co. LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2009
Christopher B. AgnewMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-27-2012
Christopher Fred CorneliusRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-20-2012
Darrell Gene Henricksen IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-27-2012
Dawn Jean KleisBroker Dealer Financial Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2013
Douglas Blake StocklanCUNA Brokerage Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-05-2014
Edward Eric GrondahlCUNA Brokerage Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2012
Eric John PetersonNations Financial Group, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2501-10-2011
Frederick Mansfield Burton Rose IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-29-2011
Gary Alan HewittMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-27-2012
Jeff C RomansDetalus Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1007-27-2009
Jon Carl BancksMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2509-29-2011
Jon Kenneth WychNations Financial Group, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2512-21-2012
Jonathan Lane VerhelstEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2015
Kelley Maria GirardinMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2017
Kerry D SkinnerLincoln Financial Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2019
Kerry Dale ToporowskiAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2009
Lee M. LenschAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2009
Linda Marie HolmbergCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10005-01-2009
Lucus Meline ScottINVEST Financial CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2016
Nicholas Patrick CallahanCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-05-2013
Philip Arthur GleasonThe Investment Center, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2009
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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.