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
Cody James HartleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$105-26-2010
Michael Alan HittnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-18-2010
Winnie Jerome RajakumarMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-29-2010
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$101-07-2011
Scott Matthew MolinaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-14-2011
Ronnie P JesseMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-04-2011
Anna G NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2505-02-2011
Charles Anthony MattiucciMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-23-2011
Kristian Phillip MalcontentoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments07-20-2011
Anthony Joseph BredwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-10-2011
Ahmad AbdoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-03-2012
James Nicholas LamboMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-23-2012
Jordan David LitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-21-2012
Nieda Shanay WashingtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-10-2012
John Brian MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-17-2012
Keaten Allen LandisMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-03-2012
Hiren PatelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-22-2012
Teh-Hua SunMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2511-13-2012
Joaquin ManriqueMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2012
Claire Elizabeth WinchesterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-21-2013
Michael W PontrelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-08-2013
Jerry Alexander TherrelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-01-2013
Thomas Seth OremMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-26-2013
Lynnette HoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-19-2013
Thomas John MajchrowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-01-2013
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Showing 1 to 25 of 141 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.

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