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
Anson Trent HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-07-2014
Brant Melvin WatsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5006-22-2012
Brian Thomas WagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-20-2019
Cesar X. SanchezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-07-2015
Darren Louis ColananniMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-16-2016
Eduardo Lima CorreaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-10-2018
Eric Todd HorowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-25-2016
Ghislaine Renee FrederickMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1008-28-2009
Gregory Bryan LawsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-25-2012
Heather Dawn FischerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-23-2018
James Patrick AherneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-03-2013
John Hugo HasenbergMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5002-21-2012
John James ForsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2510-22-2012
Julia Rose NagleMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-30-2018
Keisha Diane JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-14-2011
Konstantin RusinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-25-2011
Marc Andrew AguilarMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-16-2016
Michael Thomas AbbenanteMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-01-2013
Mohammad Seyed BassamMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-18-2011
Nancy Ann HartsockMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5002-21-2012
Nathan Daniel PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15006-19-2009
Nina L. UnMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-18-2015
Patrick William BransfordMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2507-09-2010
Ronald Charles SenegalMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10009-16-2016
Samuel Alexander PostMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-07-2016
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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.