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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

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Recruiting Losses

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Net Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Garrett Michael SambAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2020
Kamakshi AroraU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2020
Nickolas Elio VaraniAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2020
Daniel Asael AmanCetera Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2019
Jess Michael PanichiRedhawk Wealth Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5008-21-2019
Gina K. BlairRedhawk Wealth Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Daniel John KonopaskiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Philip A. CampbellWoodbury Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Elvis Jordany RiveraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-01-2019
Armando Mejia Jr.Wells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2019
Christine Diana KoboldBMO Harris Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2019
Cameron WilsonTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2019
Oluwadamilola AlugoU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2019
Matthew Sean-Ryder EkmanE*TRADE Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Dustin Lee WilsonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2019
Cory Lee DickisonE*TRADE Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2019
Vitaly ZefirovCetera Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-04-2019
Aaron M. SweereU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-22-2019
Peter Gustave OppRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-18-2019
Jessica Rae WrightRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Joel Charles KozlakRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-18-2019
Justin Thomas NoyleE*TRADE Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2018
Conor Nicholas HentgesWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2018
Randall Allan GreenWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-09-2018
Brian Steven GrahekWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-09-2018
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Showing 1 to 25 of 167 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.