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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Fredrick AubreyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2018
Barry Joseph SalukJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-06-2016
Christopher Ryan MacphersonJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-31-2017
Donna Sue GriffenJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-07-2016
Edward Albert ManuelJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-03-2013
Edward Harry BlumenthalJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-03-2013
Evan Thomas GilchrestJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Holly Ayers HeddeJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2016
James Matthew PolinerJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5008-31-2017
Jared William BloxsomJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$28810-06-2016
Kirk Stephen KolligianJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-27-2017
Leo Michael ConnorsJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15005-22-2018
Leo Michael Connors Jr.Janney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2018
Logan J. ReedJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2013
Malcolm Ethan BermanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2013
Michael G. RossleyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Michael Joseph BallestriniJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2015
Patrick Richard NoonanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2011
Paul Francis VaidaJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00010-06-2016
Rebecca DotsonJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Robert Mark BorkowskiJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2013
Robert Schwartz BlackJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-03-2013
Royden August GrimmJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-06-2016
Selden Kenneth Griffen IIIJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-06-2016
Susan Beverly PedersenJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2016
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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.