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
Arthur John DangelLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2505-17-2012
Charles Albert McGlynnLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-01-2012
Christopher E. HigginsLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-13-2009
Curtis PritchardLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2013
Gary Eugene AltLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
James T. MenoherLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-04-2012
Jarrod L RenningerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-19-2018
Justin M. BinionLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2016
Kevin BoveLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2013
Kevin GrantLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-04-2019
Michael P BarrettLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-11-2016
Nathan D SmedleyLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-24-2009
Raymond Min ZongLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-18-2012
Robert Francis Ursomarso Jr.LPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2012
Thomas Adam KadylakLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2018
William H. Hecklick IIILPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2012

Showing 1 to 16 of 16 entries

Page 1

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.