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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Patrick HoganCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$108-02-2018
Julian MurciaCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
Jason M PlattCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$105-29-2018
Greg Joseph VoccioCitizens Securities, Inc.Royal Alliance Associates, Inc.05-23-2018
Meghavi Damani RoseanCitizens Securities, Inc.Santander Securities LLC02-08-2018
Peter Damien WrightCitizens Securities, Inc.Signator Investors, Inc.02-01-2018
Brett M HosneyCitizens Securities, Inc.Voya Financial Advisors, Inc.$108-28-2017
Emilio Rudolph PilozziCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2017
Julian MurciaCitizens Securities, Inc.Wells Fargo Clearing Services, LLC12-01-2016
Nathan Robert FalsoCitizens Securities, Inc.NYLIFE Securities LLC11-22-2016
William John NattressCitizens Securities, Inc.MetLife Securities Inc.07-25-2016
Edgar Jesus UruetaCitizens Securities, Inc.Northwestern Mutual Investment Services, LLC$5005-16-2016
Devon Catherine MackinnonCitizens Securities, Inc.NYLIFE Securities LLC03-09-2016
Cheryl L CoderreCitizens Securities, Inc.NYLIFE Securities LLC03-08-2016
Raymond F Conover Jr.Citizens Securities, Inc.MetLife Securities Inc.02-10-2016
James Ely AlmonteCitizens Securities, Inc.MetLife Securities Inc.01-26-2016
Antonio J EstevesCitizens Securities, Inc.Santander Securities LLC01-06-2016
Christian Fox O'NeillCitizens Securities, Inc.Cetera Financial Specialists LLC$15012-22-2015
Dena MaoCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-04-2015
Stephanie Nichols MarcelloCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-27-2015
Andrew Ernest SimmonsCitizens Securities, Inc.Morgan Stanley10-22-2015
Christian PetersonCitizens Securities, Inc.Edward Jones07-09-2015
Nicholas Russell OrlandoCitizens Securities, Inc.NYLIFE Securities LLC05-21-2015
Scott V DeangelisCitizens Securities, Inc.Santander Securities LLC04-06-2015
David Taylor Middleton Jr.Citizens Securities, Inc.Pruco Securities, LLC.02-04-2015
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Showing 1 to 25 of 48 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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