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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elijah RawlsCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2020
Zachary Paul VillavicencioCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2020
Patrick Arthur HugeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2020
Samuel Alexander PostJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-05-2019
Blair G. LappUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15011-21-2019
Engida SewnetJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-11-2019
Peter Fulton Havenstein Sr.Wells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-29-2019
Connie ShihAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2019
Jonathan Peter KokolakisWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-02-2019
Tarek El BouriniSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Timothy Francis BurnettRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2019
Daniel RonisChapin, DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2019
Raina Latrice BrownJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-07-2019
Thomas J. KurtzweilWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-11-2018
Bryan Ashton ThomasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-27-2018
Stephen Matthew ThomsenStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2018
William Gustaf KerwinWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2017
Gerhard OlsenOppenheimer & Co. Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$12710-13-2017
Craig Brandon VassellHSBC Securities (USA) Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2017
Robert Peter JurschSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$11206-05-2017
Andrew R. KochRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-22-2016
Tolulope Abidemi AdeyemiPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2016
Daniel George JabbourUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-21-2016
Tomeka Lasha BrownCharles Schwab & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-19-2016
Brian R. GaisterPrivate Client Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-26-2016
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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.