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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Katherine Alison RamirezBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Luke GebertBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-13-2019
George Matthew MulveyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-04-2019
Matthew Joseph ParkerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2019
Robby William EngeldingerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2019
Ron D. FisherBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-02-2019
Nicholas Aaron ScottBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-23-2019
Jared M. SkinnerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2018
Adam C. BeckBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2018
Michael William CummingsBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2018
Kudakwashe Vincent ChinyanyaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2018
Brunai JohnsonBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2018
Oscar R. RamirezBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2018
Dennis Roy Mccarthy JrBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2018
Jacob Christopher SomeroBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2018
Cameron L. DotyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
Jeff YankauskasBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
Iliana AlexandrovaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2018
Carlos S. Torres-NegronBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2018
Charles Otis HopkinsBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-03-2018
Bob Jude SledgeBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2018
George Michael SaligaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2018
Andrew Joseph JohnsonBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-05-2018
Michael D. WestbyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2018
Joseph L McManusBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2018
Next Page »

Showing 1 to 25 of 63 entries

Page 1 | 2 | 3

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.