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
Stewart Thomas ButlerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2011
Maya GervisBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-08-2011
Angie Yongjun FengBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2013
Tiffney Yu-Li ChangBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-29-2013
John Paul ClearyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-05-2014
Jesse ThurberBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-09-2015
Charles Khanh TruongBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-02-2016
David Anthony BoerioBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-27-2016
Deanna YuBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-28-2017
Joseph L McManusBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2018
Andrew Joseph JohnsonBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-05-2018
George Michael SaligaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2018
Bob Jude SledgeBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2018
Charles Otis HopkinsBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-03-2018
Jeff YankauskasBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
Cameron L. DotyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
Dennis Roy Mccarthy JrBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2018
Oscar R. RamirezBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2018
Brunai JohnsonBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2018
Kudakwashe Vincent ChinyanyaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2018
Michael William CummingsBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2018
Adam C. BeckBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2018
Jared M. SkinnerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2018
Robby William EngeldingerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2019
George Matthew MulveyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-04-2019
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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.

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