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
Daniel D HansenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-31-2009
Joseph Robert AccursoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-25-2009
Neil S CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.01-21-2010
Justus Gerald HedeenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-30-2010
Jennifer Elisabeth PollaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-07-2010
Todd A McgrawMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-26-2011
David P EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-28-2011
Damianos TheodorouMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-21-2011
Douglas P ReebMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-21-2012
Shelly Marie MaasMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$5008-27-2012
Richard KoontzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-05-2012
Christopher J ReinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-26-2012
Jing Min ZhangMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-19-2013
Brian C SchoppmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-08-2013
Ryan C PerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-13-2013
Shawn K HoskinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-06-2014
Ali YavariMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-09-2014
Grant Lindl JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-14-2014
Joshua EllnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-23-2014
Jason W ThiemeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-30-2014
Christopher J MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-02-2014
Gregory Paul AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-19-2015
Daniel TangMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-01-2015
Jason M KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$2508-17-2015
Bryan Charles KohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-03-2015
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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.