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
David Frederick RischEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2009
Mark Alan IsabelliEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-16-2009
Ryan Charles BagiEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-16-2009
Franklin L. BallardEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-30-2009
John Edward ManseauEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$25003-30-2009
Steven Van WoglomEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-01-2009
Michael George KnousEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2009
Corby Appling LeschberEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-21-2009
Justin Adam BodnarEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2009
Marcus Alan DickersonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$25003-08-2010
Dustin Thomas HarwellEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-21-2011
Wyn David YelinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$25009-09-2011
Darrell Taylor RichEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2012
Christopher Kent EnglandEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-12-2012
Robert Gary DavisEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2012
Dianne Fryson CrokerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2012
Michael J. MooreEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-30-2012
Brandon David ArnoldEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2012
Robert Alan PlowmanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50006-04-2012
Alejandro Julius HaasEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-06-2012
Billy J CoxEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2012
Charles Gordon AdamsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2012
Kevin James DepueEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2012
Sharla Renee Nichols CavesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-20-2012
Jason Campbell WearEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2012
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Showing 1 to 25 of 75 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.