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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Richard HarppMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Ashley Jennifer CedroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-12-2019
Brennon Lee MillsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-01-2016
Carroll Soffe BakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-10-2012
Charles Jeffrey HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2017
Cigi HollingsworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2018
Gregory Mark HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2012
Michael Charles TunneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-13-2013
Patrick Thomas EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2011
Stephen Mark FuscoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-04-2017
Tamara E GiffordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-16-2010
Taylor M. FoleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-12-2017
Thomas Edward Brown Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-25-2015
Thomas Gregory DardenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2016
Timothy Michael WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2020
William A. HowellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-27-2012

Showing 1 to 16 of 16 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.