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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mary Elizabeth MaxwellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-18-2012
John Senior GroverMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-04-2013
Zachary Joseph HouseMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-23-2013
Brienne Lynnette JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-29-2014
Brianne M. LeroyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2014
Brad DieckhausMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-16-2015
James Patrick PhillipsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-07-2015
Colin Michael GibbsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25004-13-2016
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
David Anthony KasichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2017
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10004-13-2018
Matthew Edward EhrenreichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Tyler A. WattsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-21-2019

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