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
David Philip EderJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-29-2011
Daniel Anthony Hanwacker Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-19-2012
Andrew R D'AmatoJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2013
John TrinkwalderJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-29-2013
Daniel De Los RiosJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2013
Darren Marc GraffJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-25-2013
Natalya MuravchikJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2013
Robert Anthony LongoJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-28-2014
Nicholas P ChampaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2014
Rose Gerty SainvilJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2014
Steven Gray HorowitzJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2014
James John LinnehanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-05-2014
Robert ThorburnJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2014
Ronald Salvatore D'AntoniJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2014
Kevin Timothy DunnJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-31-2015
Thomas James NewbergJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-31-2015
Vincent Timothy VillodasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2015
Andrew James HarlanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2015
Raof Jawad NusratyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2015
James Michael FlanaganJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-13-2016
Alexander Vladimir KondurJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2016
Sylvan Jonathan GarfunkelJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2016
Bryan Jesse GranjaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-10-2016
Mark Lawrence TunkelJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-07-2017
Douglas Joseph PriceJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-07-2017
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Showing 1 to 25 of 43 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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