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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter HenriquesMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.$3305-05-2020
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Thomas Marion WalshMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-30-2020
Michael Ahren McKuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-30-2020
Steven Douglas ReuhlMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-30-2020
Kyle Mcquaide LonsingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.04-30-2020
Aaron Glenn BallMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.04-28-2020
Ryan Charles OlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCity National Securities, Inc.04-22-2020
Lauren Marie BainMerrill Lynch, Pierce, Fenner & Smith IncorporatedState Farm VP Management Corp.04-22-2020
Vazgen KeshishyanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-21-2020
Sonya Renee NiewiekMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-20-2020
Emma Rose SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-20-2020
Kenneth William PaulsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-17-2020
Matthew Donald CarlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors04-16-2020
Eric Brandon NaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-15-2020
Anastasiia NikolenkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC04-15-2020
Chad Thomas FeilkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedLazard Asset Management LLC04-13-2020
Daniel William LoftusMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors$1004-13-2020
Courtney Lane HurtMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2020
Jelani Christopher MatthewsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2020
Eric Jose MarruffoMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC04-09-2020
Robert A. TorresMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.04-09-2020
Samuel Trevor ShoweryMerrill Lynch, Pierce, Fenner & Smith IncorporatedVALIC Financial Advisors, Inc.04-09-2020
Deanna R. ConerlyMerrill Lynch, Pierce, Fenner & Smith IncorporatedOneAmerica Securities, Inc.04-07-2020
La'Velle Deante SpiveyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-07-2020
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Showing 1 to 25 of 9,862 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.