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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacob Bradley TelleriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedDAVINCI FINANCIAL DESIGNS05-23-2019
Jacob Bradley TelleriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavinci Financial Designs05-23-2019
Tai Elli Al TaeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-17-2018
Cooper Randolph WoolsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-29-2018
Nolen Anthony HoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Bryce William LeygraafMerrill Lynch, Pierce, Fenner & Smith IncorporatedAcorn Financial Advisory Services, Inc.02-21-2018
Martin L CunninghamMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.01-03-2018
Myles Pennington AllinghamMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.12-22-2017
Richard Lester Snoots IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-19-2017
Jay Hyunjoon HwangMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$111-10-2017
Jacob Todd MorganMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC10-31-2017
Richard William Maurer IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-24-2017
Sang Hoang DuMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC09-06-2017
Nathan Benjamin DowdyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC08-24-2017
Laura Ann HannonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-18-2017
Jason Nicholas KimlickMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-19-2017
Nathan Wade TonsagerMerrill Lynch, Pierce, Fenner & Smith IncorporatedButtonwood Partners, Inc.06-27-2017
Brett Michael CovertMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-18-2017
Victoria Noelle SingletaryMerrill Lynch, Pierce, Fenner & Smith IncorporatedGirard Securities, Inc.05-05-2017
Raina Latrice BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedFolger Nolan Fleming Douglas Incorporated05-02-2017
Jonathan Bradley James SchubertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-13-2017
Chrystin Michelle BrackettMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-22-2016
John Francis FitchettMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.12-22-2016
Floyd Thomasson Ferguson Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-13-2016
Justin Lawrence BengelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.12-08-2016
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Showing 1 to 25 of 136 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.

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