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
Amira A. IssaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-09-2014
Baris KandazMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.03-19-2019
Benjamin M McNettMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.08-25-2009
Christopher Michael ThomasMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.08-23-2017
Christopher S. AustinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.08-26-2011
David Gerald SternMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-09-2018
Denise Michelle Hyater-LindenmuthMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-10-2016
Devon Michael JerrardMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.05-14-2018
Dustin Law BellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.11-14-2016
Eric Linton PlausteinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.05-02-2017
Esther Bernadette LathamMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.$5001-28-2016
Fritz Marckenzy JulesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.12-20-2018
Gaston BlancMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.01-15-2015
Haren Suresh BhaktaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.08-16-2010
Humberto BatistaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.02-18-2014
Ilan TsapovskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.11-04-2015
Jacob Joseph HeinzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.08-05-2014
James Michael Watts Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.04-09-2010
Jason Corey HudgensMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.04-04-2018
Jennifer Lloyd LivengoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.11-05-2012
John Christopher James IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.03-29-2019
John David BorzoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.$15003-03-2020
Jonathan Augustine DoldMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.02-03-2012
Justin Ajay SinghMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.07-29-2009
Justin Lawrence BengelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.12-08-2016
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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.