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
Guillermo Carlos CornejoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-13-2020
Davide GalianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-06-2020
John R GordonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
April E. LambMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-28-2020
Trevor Lehane MasonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-16-2019
Alvaro Andres Villacres CanarteMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-10-2019
Nordia Hue RoseMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-01-2019
Keith T. MorrisseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-18-2019
Michelle ShawMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-13-2019
Jared Matthew WinstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-01-2019
Kalina Velcheva Tsvetanova-BringleMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-29-2019
Frederick Lloyd FreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-09-2019
Eugene LevitMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-16-2019
Melissa Rae SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-29-2019
Dmitriy Georgiyevich StepanovMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-07-2019
Franklin Carlyle Tiller IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-14-2019
Daniel Joseph AbrahamsohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-14-2018
Carlos Enrique VandervisMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-11-2018
Daniel Jason KirkMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-11-2018
Rebecca V. BromleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-08-2018
Ryan George ReaggsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-14-2018
Juan Carlos BastidaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-18-2018
Timothy S. MagidMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-06-2018
Daniel Laurence MolineauxMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-05-2018
Leinzs Fredda VincentMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-29-2018
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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.