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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Kevin MartineauTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2020
Semra Fissaha KiflomTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2020
Noel P ThomasTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2020
Yaniv George KugmanTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2020
Minas A BekerejianTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-24-2019
Daniel Richard PawelczykTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Paul J BracyTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2019
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
Thaddeus M Bienko IIITD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2019
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
Jabian CaceresTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2019
Zachary Michael TaylorTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2019
Alex Nathaniel KutheTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Matthew Ryan PhilmusTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Ryan Spencer AlexanderTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-07-2018
Samuel C ShermanTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2018
Matthew William PalmereTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-07-2018
Christian CerraTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-19-2018
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 Incorporated$5009-14-2017
Eric Michael NelsonTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-15-2017
Christopher Lee BentleyTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2017
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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.