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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Talty KennySanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$29306-10-2020
Edward Thomas Christiansen Jr.Sanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10006-10-2020
Jeffrey Scott CourtemancheSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2020
Jeremy Robert NiederstadtSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-06-2020
Robert Glenwood GillilandSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-21-2020
Karen E HeiderSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Johnathan Rafe RankinSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1,00010-14-2019
Liliana Zorrilla KaufmannSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-11-2019
Michelle L LaycockSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Kelli Anne SmothermanSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Vincent Joseph Fertitta Jr.Sanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-01-2019
George B. GeorgiadesSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10006-28-2019
Victoria GreeneSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-28-2019
Christopher Maynard HillSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50006-21-2019
Clay Hardin JacksonSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
John Patrick PolingSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Ann D HollisSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15006-21-2019
Philip Austin BenavidesSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Jonathan M. TrustySanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Joseph Benjamin FishSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Brooke Vonise MaySanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-14-2019
Elizabeth Emmert EvansSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2019
Brian Paul WestcoatSanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1,00006-07-2019
Terrance Charles MurraySanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1,00006-07-2019
James J. Otley Jr.Sanctuary Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2019
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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.