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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anja StinnettMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-14-2016
Beau Christopher MoyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-16-2014
Bradley Paul SchwartzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-14-2017
Brett Richard NissenMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-20-2014
Carol Lynn LaxnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-08-2015
Cassandra Moore RinehartMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15005-25-2016
Charles Edward MerzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-03-2016
Chelsea Marie SaboMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-10-2014
Chris Mark KolasinskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15004-26-2019
Christopher GregsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-07-2016
Danielle Andie StanhopeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-19-2016
George Cole Philhower IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2506-23-2014
Jason Lee KitchenMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-18-2015
Jerry Alexander TherrelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-01-2013
Joshua Ryan KentMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-03-2020
Mark Gerald SchirmerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-04-2016
Matthew Robert ZuberMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-13-2017
Michael E MagsalinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-18-2014
Michael PreateMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$10008-14-2019
Michael Richard AntczakMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-11-2014
Namdar HosseinzadehMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-12-2015
Randy Joe AlvesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments07-10-2017
Rolando DiazMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2015
Sarah M WolffMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-19-2014
Theodore J CardasisMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-13-2014
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Showing 1 to 25 of 27 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.