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
Helen L AbeRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-03-2020
Mark Edward CapomaccioRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2702-26-2020
David Jon TilkensRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15002-24-2020
Michael Todd BusickRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-24-2020
Richard Eric VezinaRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$6602-24-2020
Clifton James KellyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Stuart Thomas ReillyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Terri Suzanne BrownRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Frank N. DolceRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$25010-24-2019
Jay Paul SantangeloRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-21-2019
Foster Marshall ManierreRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2019
Pasha GhaemiRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2019
David Clinton IubeltRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-16-2019
Paul Daniel ComcowichRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$25010-16-2019
Clifford Clinton IubeltRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2019
Robin Leanna BrunsonRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2019
Brannon J GuyetteRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$25010-03-2019
William Andrew GallagherRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-02-2019
David Joseph MozeleskiRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2019
Susan Macdonald Davis ChatfieldRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2019
Darwin Clair CampbellRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-04-2019
Richard Stephen BriggsRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-04-2019
Matthew Richard MatherlyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-04-2019
Matthew BriggsRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2019
Alexander Nicholas AubreyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2019
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Showing 1 to 25 of 210 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.