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
Luis Miguel MelgarMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-20-2020
Mana SimsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-11-2020
Amal AmriMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-05-2020
Javier RojoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-22-2020
Alejandro JimenezMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-22-2020
Kevin M. SettlerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-21-2020
Shaiful ChowdhuryMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-17-2020
Marcus Malik BriscoeMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-05-2019
Harris ChanMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC11-01-2019
Albert BinmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-31-2019
Dominique HicksMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-15-2019
Gisselle MataMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-04-2019
Sarbjit KaurMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-24-2019
Mansoor AhmadMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15009-19-2019
Jamie M. TuritzMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-16-2019
Michael A Mauro IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-13-2019
Luke Michael Shawn ZulaufMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-13-2019
Tomik SarkissianMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-12-2019
Kayla Thiri AungMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-29-2019
Angela Marie McDonnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-27-2019
Jake Aaron CarlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-08-2019
Jonry JiMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-03-2019
Frank Joseph GregorioMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-27-2019
Whitney Alan KingMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-14-2019
Philip Richard SiegelMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-14-2019
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Showing 1 to 25 of 92 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.