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
Tim Mccall JenkinsKestra Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-20-2020
Justin Seth GirardJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2020
Theodore Pantelis PeroulakisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-14-2020
Michael Gerard BourgeoisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Robert Allan DanionJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Ruben Miguel RodriguezJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Marc R. AngleFieldpoint Private Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2020
Rene Hernandez Jr.CUNA Brokerage Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-28-2020
Leinzs Fredda VincentJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2019
Jason Brooks TurnerEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
Edvards Andris RepinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Sarah Gay LittletonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-05-2019
Christopher W. JohnsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-30-2019
James Gavin HawkinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Austin LinskyRobert W. Baird & Co. IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Jeff Evan ChaninWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-11-2019
Tara MirjahWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Piero A. CarhuamacaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
Richard Alexander HarrisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
George S LacherPeak Brokerage Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
Brandon T WhaleyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2019
Laura Lee HansonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-27-2019
Shawn SmithLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-23-2019
Danny AllizadehTCWP LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2019
Cary Seth MargerTCWP LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2019
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Showing 1 to 25 of 1,082 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.