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
Nigelenn Estrella HolmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2019
Troy Robert StansburyMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.11-03-2019
Wylie Lars NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-20-2019
Michael Allan WilliamsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC11-20-2018
Cheryl Lynn BelzerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-26-2018
Debra Kay Mele-BlanchardMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-23-2018
Marshal Ryan BarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-26-2018
Nigelenn Estrella HolmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-12-2017
Angelica Faye CronkMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.11-29-2017
Randy Scott GoldhammerMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.11-01-2017
Brandon S. LangowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-29-2017
Jonathan Scott BrecherMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-27-2017
Jessica H AranaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-02-2017
Robin Marie OnealMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-27-2017
Benjamin Joel HermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-09-2017
Charles Robert Doucette Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.11-28-2016
Justin Aaron CarterMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-16-2016
Lee Marvin McNeill Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-29-2016
Heather Ann NavarroMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-29-2016
Brian Vincent TestaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-09-2015
MARK GREGORY RAGOSMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.11-19-2015
Richard Mark ScafaMerrill Lynch, Pierce, Fenner & Smith IncorporatedTransamerica Financial Advisors, Inc10-22-2015
Adam Marshall JonesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-20-2015
Patrick MajMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade Investment Management, LLC10-20-2015
Rolandas BanysMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-14-2015
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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.