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
Rachel A. FitzpatrickMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-16-2020
Brandon WillisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2020
Andrew David SchellD.A. Davidson & Co.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2020
Kate Alene StephensonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
Georgiy KrasnopolskiySecurian Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2019
Jay Paul SantangeloRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2019
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
Craig Alan WeidenfellerMercer Global Advisors Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2019
Robert John EmersonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2019
Darwin Clair CampbellRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00009-04-2019
Matthew Richard MatherlyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-04-2019
Alexander Nicholas AubreyRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2019
Jonathan SkorichAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Ethan Michael SchmidtThe Leaders Group, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-15-2019
Justin Louis KohnkeSigma Financial CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated$2507-01-2019
Ryan MolloyLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2019
Miranda RossMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Jeremy Jordan AudasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
Jamie Kenneth MoultonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-07-2019
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Ashley J LaneFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2019
Brian Scott LindseyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-17-2019
Jeffrey Linwood MillerCardan Capital Partners, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2019
Benjamin Anthony BoltWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-02-2019
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Showing 1 to 25 of 159 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.