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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Robert Eric RosemaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Mark Chesley SvensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-12-2018
Jasmin Tesse La-Rue WaddellMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-15-2018
Marcus Stephen SnowMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$5007-19-2018
Justin Matthew CattaneoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15006-25-2018
Oscar David DuqueMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-19-2018
Joshua Ryan MelchorMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15003-19-2018
Evelyn P BorgesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-13-2018
Frank Burgaretta Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-05-2018
Louis P GoriniMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-01-2018
Mona A Abdel-MalekMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-26-2018
Ilce M. PalizaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-22-2017
Zakhele V. DhlaminiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-14-2017
Jessica Samantha SprovieroMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments07-17-2017
Randy Joe AlvesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments07-10-2017
Gregory Edward Robert HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Justin Peter CarpMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-08-2017
Charles Patrick LynchMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2017
Afaf A ZaherMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-10-2017
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Showing 1 to 25 of 72 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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