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
Christopher Raphael VasquezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.04-03-2020
Aneesh PaulMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$2502-25-2020
Sean Kevin OdonnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.02-07-2020
Pierre M. PettigrewMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$2503-14-2019
Patrick James ErricoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.10-19-2018
Michael Conrad SchneiderMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.07-27-2018
Alicia M. Hinojosa GutierrezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.10-16-2015
Unaizah MoonisMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.02-02-2015
Euching LinMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-20-2015
Mario Christopher FrattoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.12-04-2014
Rocco TesorieroMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.12-03-2014
Janelle Angela ArchondoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.10-03-2014
David Paul Pusinsky Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.06-03-2014
Micah John BielskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.04-14-2014
Jennifer Ann ScognamiglioMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$2507-01-2013
Barry Charles GoldblattMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-22-2013
Vishal WadhwaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.10-23-2012
Dominick Michael MolinaroMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.08-13-2012
Egon SchmollMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-13-2012
Christopher L FlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-11-2012
Robert MohsMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-11-2012
Gifford Alan LeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$2501-10-2012
Todd Michael ToroMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-10-2012
Jeremy David MaddenMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-03-2012
Pavel ZbornikMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-03-2012
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Showing 1 to 25 of 48 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. 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.