Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ashford Owen FulmerTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Daniel Whitney SullivanTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-17-2019
Cameron WilsonTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2019
David M. HanfordTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2019
Alex Nathaniel KutheTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Michael A PerriTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-04-2019
John Eric TenofskyTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Daniel Martin WidrichTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-11-2018
Michael J MargolisTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2018
Walid Jack ElkhouryTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2017
Michael Thomas BradleyTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-14-2017
Laren Chantel PisciottiTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2017
Kevin Todd DichilloTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2016
Bradley R. KoeselTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2016
Matthew Edward ClearyTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-29-2016
Jimmy YiTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2016
Austin Scott MinorTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-05-2016
Jonathan Joseph MassegeeTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-25-2016
Nicholas Patrick PoshekTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2015
Robert Bruce GardnerTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2015
Spenser Lawrence DavisTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2015
David Wayne EdwardsTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2014
Randell JonesTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2014
Dominic F. GalatiTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2014
Adrian SchwartzTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2014
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Showing 1 to 25 of 28 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.

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