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
Alexander M. MediciLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-10-2017
Andrew Rowe SullivanLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2009
Benjamin W BeckLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-20-2013
Bethany Anne DeverLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2016
Brian J. GaffneyLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1003-02-2012
Brian Paul AstorinoLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2009
Charles William GableLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-16-2016
Christopher Jon HaysLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2015
Christopher Mark BaughanLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2011
Debbie S. HsuLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-13-2010
Deborah Ann MotaLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2011
Douglas Robert OrificeLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2010
Harrison TillLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00012-06-2019
Harry Daniel MuscatelloLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20002-12-2009
Isaiah D DavisLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2009
James Allen BodeLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-20-2013
Jeffrey Scott McManusLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2012
Louis M FleisherLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1004-06-2009
Matthew Christian SmithLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2011
Nashan N VassallLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2016
Richard Rutledge Evans Jr.LPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1002-09-2012
Scott Christopher KornLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2016
Sean James OtooleLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-03-2010
Staci Bagwell BennettLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2020

Showing 1 to 24 of 24 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.