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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Harry DevineAmeriprise Financial Services, LLCDavid Lerner Associates, Inc.03-01-2019
Asher Seth KrismanAmeriprise Financial Services, LLCDavid Lerner Associates, Inc.$1010-02-2013
Yury MenbaevAXA Advisors, LLCDavid Lerner Associates, Inc.08-15-2017
Bryant MathurinAXA Advisors, LLCDavid Lerner Associates, Inc.12-14-2015
Marcus MaldonadoChase Investment Services Corp.David Lerner Associates, Inc.09-26-2011
Jerry Jing HongDavid Lerner Associates, Inc.David Lerner Associates, Inc.01-10-2017
Geoffrey Todd Von Der LindenHerbert J. Sims & Co, Inc.David Lerner Associates, Inc.11-04-2019
Joseph Donald TeiferHerbert J. Sims & Co, Inc.David Lerner Associates, Inc.02-05-2019
Elizabeth Loretta TeiferHerbert J. Sims & Co, Inc.David Lerner Associates, Inc.$5002-04-2019
Steven Bae ChoHerbert J. Sims & Co, Inc.David Lerner Associates, Inc.02-01-2019
Maor SirotaLincoln InvestmentDavid Lerner Associates, Inc.09-07-2018
Gary Newton PottingerLPL Financial LLCDavid Lerner Associates, Inc.06-03-2016
Jorge Alberto SalazarLPL Financial LLCDavid Lerner Associates, Inc.11-11-2014
Todd Allen HolmesLPL Financial LLCDavid Lerner Associates, Inc.09-27-2013
George DobbsLPL Financial LLCDavid Lerner Associates, Inc.$15008-13-2012
Najee I SandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.09-09-2019
Janet Irene MurrillMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.04-13-2012
Ernest Charles HodgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-21-2011
John SachariahMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-11-2011
Steven Richard MintzMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-03-2011
Andrea Lynn BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-02-2011
Patrick Henry HatchelMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.10-24-2011
Gabriel Adam LavigneMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.09-30-2011
Richard Henry WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.09-23-2011
Jeremy A RuddMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-19-2011
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Showing 1 to 25 of 52 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.