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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander William BrunCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-12-2016
Andrew John WhitakerCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2013
Charles Eric GrethCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-11-2015
Christopher Allen ArmstrongCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2017
Cooper T. CeruloCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2018
Daniel Todd DevonaldCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2016
Dannielle Brittany BrownCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2020
David E. HammondCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2015
Dustin Lee WilsonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2019
Earl Duane SoutherlandCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2020
Eric A. FreemanCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-08-2014
Gerald R. Rowe IIICUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2017
Heather L. BrightCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2015
James Arthur SimpsonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2009
James Nicholas LamboCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2015
Jeanette L. BeattyCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2012
Jocelin CesarCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2511-28-2016
John F. FitchettCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2017
Laura TuroCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Matthew A. TarantinoCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2015
Matthew Joseph MccabeCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2012
Michael Dennis Louis Ryan Jr.CUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-08-2017
Michael Eugene BlantonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2102-21-2017
Michael Ray DartCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2019
Michael Thomas LucentiCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2015
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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.