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
Aaron M WatkinsAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2018
Augustine J OrtegaAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2013
Adam John JurewiczAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1007-09-2013
Michael J. GlennonBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1008-16-2017
Christopher J WerdenBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-29-2016
Jon Travis RonkBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2016
Joseph Dennis BeaudoinBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2504-18-2018
Manuel Jimenez IVBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-27-2017
Walter Clayton Pate Jr.BB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-27-2017
Randy Christopher DomikisBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2016
Richard K McLeod IIIBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-25-2014
Charles Vernon Noyes IIBB&T Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2507-25-2014
Eric Christian MagninBoys Arnold & Co. Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-25-2016
Anne J. ThompsonCharles Schwab & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2019
Eugene Dewey Foxworth IIICitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-01-2009
Michael Ray DartCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2019
Michael Eugene BlantonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2102-21-2017
Mark D. DecenzoDECENZO INFRASTRUCTURE PARTNERSMerrill Lynch, Pierce, Fenner & Smith Incorporated04-20-2018
Marie Christine EbertDixon Hughes Goodman Wealth Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-29-2018
Nancy E MatthewsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2017
James Ryan Chandler Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2017
Howard Rivers Jacobs IIIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2017
John Campion Usry IIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2013
Paul John BoesFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2016
Shawn K. GaffinFirst Citizens Investor Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2017
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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.