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
Steven John FosterMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.11-30-2009
Matthew Shreve CollierMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.12-10-2009
Peter Lawrence KugelerMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-16-2010
Jeff Wells BurnhamMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.09-24-2010
James R. OuelletteMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.08-26-2011
Kimberly Michele CaggianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.01-18-2013
Richard Murray HeldMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-09-2014
Kathryn Anne DetoraMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-16-2014
Kristin M NickersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-10-2014
Marc Raymond GaumondMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.10-27-2014
Melanie Lisa MagillMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.$25003-04-2015
Julio MurgaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.03-13-2015
Hannah Garner HoldenMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-15-2015
Emily Louise MarlingMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-24-2015
Joseph Mark BrudermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-04-2015
William Patrick MckiernanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-18-2015
Christopher David CarranoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.08-21-2015
Mark J BarronMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.03-30-2016
Luciano Filomeno Verdura Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-21-2016
Salvatore VanadiaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-18-2016
Cherie Neveas CurryMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-15-2016
Deborah Ann FarrellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-27-2016
Christopher C BrowneMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.11-23-2016
Jermaine A. HurleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-13-2017
Julian MurciaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-04-2017
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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.