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
Adolfo John Montesa IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5011-17-2014
Alan W. GrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedMercer Allied Company, L.P.10-04-2011
Alexander Reece StarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed03-29-2018
Alisha Diane MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC10-30-2014
Amber Lynne WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC12-10-2019
Amira A. IssaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-09-2014
Ana Rocio TorresMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2019
Andrew Jaeger ThayerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2013
Andrew John CapecciMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2018
Andrew P. VanoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2012
Andrew Richard HarppMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Andrew Robert SessionsMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC02-24-2015
Angela Nicole FerrellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCapital Investment Group, Inc.08-25-2014
Angela Ruth Johnson-MooreMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$2508-14-2009
Aric DambrevilleMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-01-2019
Arnold Alex RosalesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-09-2016
Ashley Jennifer CedroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-12-2019
Ashley Rena MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-19-2015
Barry A VenickMerrill Lynch, Pierce, Fenner & Smith IncorporatedW&S Brokerage Services, Inc.04-05-2019
Becca Lynn StockdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.11-04-2011
Brandon Edouard CousancaMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC10-04-2017
Brandon Oneal ForneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-05-2012
Brenda Hartman MillardMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2016
Brennon Lee MillsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-01-2016
Brett Michael WebbMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-31-2019
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Showing 1 to 25 of 231 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.