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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Krystle Marie-Marcia NemoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2019
Kevin L. CreechMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC02-01-2019
Jeffrey Clayton MeadorsMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.$15011-27-2018
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Erin Elizabeth TimmerdingMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$2501-07-2016
Hope Elizabeth WildenMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-08-2015
Richard Jeffrey CorbettMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2510-25-2013
Marguerite Travis Rowland, Dowell Key Ryan, Charles MercerMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.11-02-2012
Meg Michelle GeorgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAPW Capital, Inc.07-16-2012
Erskine Howard Courtenay IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWalnut Street Securities, Inc.06-18-2012
Peter Robert BouleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1003-02-2012
Raymond Michael StacyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15011-04-2011
Christopher G PieperMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5011-04-2011
Lisa Marie Clark, Scott Anderson KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC01-09-2009

Showing 1 to 14 of 14 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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