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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark John ArrudaLPL Financial LLCSantander Securities LLC02-18-2020
Kevin Robert LeblancEdward JonesSantander Securities LLC10-25-2019
Cory W. RasmussenCitizens Securities, Inc.Santander Securities LLC02-25-2019
Meghan Howland ForresterCitizens Securities, Inc.Santander Securities LLC11-05-2018
Khamla NirandonePruco Securities, LLC.Santander Securities LLC06-11-2018
Dalesca JimenezCitizens Securities, Inc.Santander Securities LLC05-16-2018
Emmanuel K. AmeyawMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-01-2018
Meghavi Damani RoseanCitizens Securities, Inc.Santander Securities LLC02-08-2018
Stephanie Rae BurdettMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC02-06-2018
Stephen Michael VolpeCUNA Brokerage Services, Inc.Santander Securities LLC11-13-2017
William J. HanganWealth Management Resources, Inc.Santander Securities LLC10-13-2017
Colin Downey MurrayNationwide Securities, LLCSantander Securities LLC09-27-2017
Jason FaroukMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC01-13-2017
Jonathan Christopher GlennonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC12-13-2016
Dathan R. BelangerNorthwestern Mutual Investment Services, LLCSantander Securities LLC09-16-2016
Antonio J EstevesCitizens Securities, Inc.Santander Securities LLC01-06-2016
Irene BockMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC12-18-2015
Peter CuddyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-01-2015
Scott V DeangelisCitizens Securities, Inc.Santander Securities LLC04-06-2015
Aaron Thomas WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC02-04-2015
Nelson Alejandro AmparoCitizens Securities, Inc.Santander Securities LLC10-03-2014
Brian Andrew ArgiroCitizens Securities, Inc.Santander Securities LLC09-23-2014
Dena MaoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC08-21-2014
Jennifer Sue BotelhoCitizens Securities, Inc.Santander Securities LLC03-17-2014
Jason M PlattMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC08-23-2013
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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.