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
Charles Mathison Tyndal IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-03-2020
Wesley Robert BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.02-19-2020
Thomas K. AtkinsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-02-2020
Dion Thomas ThomidisMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC11-25-2019
Gerald Joseph Bonner Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.11-08-2019
Miranda Louise MartMerrill Lynch, Pierce, Fenner & Smith IncorporatedBankers Life Securities, Inc.10-17-2019
Andrew Carpenter VellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.10-16-2019
Matthew A PotterMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC10-01-2019
Todd A. McCameyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC08-01-2019
Eilier TeruelMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-29-2019
Eric Scott SolowayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Advisory Services, Inc.05-09-2019
Aaron Stephen PierettMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-11-2018
Daniel B GreavesMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.09-20-2018
Tara Dempsey CarlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Associates, LLC09-10-2018
Bryan James KagariseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-10-2018
Lara Kathryn FurlongMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-07-2018
Bernice C. PittmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.05-14-2018
James I. McColmMerrill Lynch, Pierce, Fenner & Smith IncorporatedJackson National Life Distributors LLC04-16-2018
Christopher Gavin BoldingMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC01-05-2018
Justin B. KaemmererMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC09-18-2017
David Kyle HerringtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-16-2017
Robert Douglas SoerensMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-25-2017
Clinton Travis KilgoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedMarch Capital Corp.07-11-2017
Xiuming JinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2017
Kimberly Meyer KellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.03-30-2017
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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.