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
David Raymond DrogonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-31-2009
Matthew D SheridanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-23-2009
Justin Alan PatrignaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-20-2009
Thomas J MajchrowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-30-2010
Jeffrey D SeiverthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Joseph Thomas Cannon Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-05-2011
Brandon E. SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-10-2012
David Alexander RunyonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-25-2013
Albert BozzoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-03-2015
Elan SankerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-25-2016
Douglas SheroffMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2016
Cody James HolodyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2017
Scott Arthur TorsethMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-12-2018
Tara Selkov KlimesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-20-2018

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.