Advisers on the Move

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
Prince Antoinio BryantMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-20-2017
Dinoe Jerome Wilson Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-15-2017
Chrystin Michelle BrackettMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-22-2016
Brenden Matthew HagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-20-2016
Perpetua Ajunwa GrantMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-05-2016
Antonino Joseph AluiaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-02-2016
Brandon Spencer SieversMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-03-2016
Na LiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-27-2016
Qichang Q. PanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.07-29-2016
Amirjon SalomovMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$2507-18-2016
Douglas Michael ZatorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-30-2016
Patrick Thomas SerioMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-28-2016
Tykiem Michael BookerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-23-2016
Rexsor Rene GonzalezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-13-2016
Kahei LeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-11-2016
Johni N ChanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.03-08-2016
Christoph Andre ChavezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.03-01-2016
Oscar Silvino RoblesMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$102-23-2016
Michael J. Giblin Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-10-2016
Yosef GhebrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-03-2016
Ho Sung ByunMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$5012-18-2015
Kyle Sebastian SlowikMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-09-2015
Bryan Charles KohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$112-03-2015
Connie Renae FosterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-10-2015
Robert Patrick GerlMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-20-2015
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Showing 1 to 25 of 108 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.

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