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
Andrew G LevinM&T Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2012
Andrew Jonathan DouglasAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2017
Bradley Gray HoldenJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2015
Christopher Champion SpellmanWilmington Brokerage Services CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2009
Colin Patrick BurkeJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-03-2019
Dennis Daniel Crowley Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-18-2013
Dewey Charles JohnsonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2019
Garrett Layton Grier Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2012
Gary Matthew CecchettMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-31-2016
Granville Trey Ellis HastingsJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-19-2019
Gregory Ralph PowellJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2019
Herman J. FehrlePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2016
Isaac Douglas JonesEquity Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2018
Jamin Daniel WilliamsPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2014
Janet Kay RedmanWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-15-2013
Jason Daniel DevlinCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2009
Jason Michael RaabSecurian Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2018
John V DolanLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2017
Jordan Patrick FiegerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2018
Joseph B. DurneyWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-01-2013
Joshua D. PearsonCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Katherine L. BearJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2019
Kevin Curtis KriegerJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2015
Larry LincolnRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-05-2017
Matthew Laberee LangUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-25-2013
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Showing 1 to 25 of 41 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.