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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Joseph MatroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC08-03-2020
Brandon Mclean EarleMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC02-19-2020
Utomwen Success UduaghanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC12-20-2019
Lawrence Wesley TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC08-30-2019
Jason Lamont BirdMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC$1006-07-2019
Jaqueline BernalMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-13-2019
Christian Israel WhiteheadMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-12-2019
Michael Leahy SrMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC03-11-2019
Brandon RuffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC10-09-2018
Chunhua XinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-20-2018
Ann Elizabeth MurrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-17-2018
Christian PoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-06-2018
Raquel Adriana Tangarife CastilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC08-29-2018
Byungseung KangMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC07-19-2018
John Winston HegenerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-18-2018
Alexander Leonidas AinsleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-07-2018
Andrew Raymond DoyleMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-03-2018
Michael Barres CawthonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-10-2018
Emily Anne MullaneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC03-07-2018
Christopher Thomas AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC02-21-2018
Jeffrey S. LuftigMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC$2501-08-2018
Michael A PleshMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC12-21-2017
Joseph Arthur DorenbuschMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC12-14-2017
Christopher Townsend ShrumMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC11-30-2017
Cherie Lynn AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC$2511-10-2017
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Showing 1 to 25 of 96 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.