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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Patrick RechMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$106-20-2011
Thomas Patrick Dooley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$5010-26-2011
Stanley FanfanMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC10-26-2011
Faith Ellen MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC11-12-2012
David Ross FegerMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC06-19-2013
Philip James MacdonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC07-25-2013
Uvalda L JordanMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC10-31-2013
Michael David BranciforteMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$2511-21-2013
Andrey Stefanov NiantchevMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$10006-16-2015
Gerald Patrick DooleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC02-29-2016
Harris Morgan DzwonkowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC04-07-2017
Isabella M. FanucchiMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC06-01-2017
Henry W BinsbacharMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC03-19-2019
Tyler Wade StephenMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC08-27-2019
Anthony Humberto MoasMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC02-20-2020

Showing 1 to 15 of 15 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.