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
Luke BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.03-11-2020
Erkan HajricMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-11-2020
Yvonne Maria KennedyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-16-2020
Tamim WaliMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC12-26-2019
Lashae McmillanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-18-2019
Elizabeth Clark JordanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-31-2019
Katherine Hoskins MackeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.10-30-2019
Carrie A VanceMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-14-2019
Devin A. WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-18-2019
Jason William RidingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC07-15-2019
Jane Meriwether Saunders FortuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Horizon Advisors, Inc.05-06-2019
Scott Allen SpiersMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Financial Planning, Inc.$15004-17-2019
Michael A Gingrich Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedAIG Capital Services, Inc.04-02-2019
Nicholas Abraham TrentMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-07-2019
Brian Ronald KucskarMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.02-20-2019
Tai Elli Al TaeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-17-2018
Shavkat SafaevMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-15-2018
Joseph Malcolm BuchyMerrill Lynch, Pierce, Fenner & Smith IncorporatedTRADEway10-31-2018
Theresa Lynn AdamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2018
Cooper Randolph WoolsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-29-2018
Amy Filliater GeorgesMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-16-2018
Christopher HenryMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.04-13-2018
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
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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.