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
Jason WhittierMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-03-2013
Jason Edward SchottMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC07-08-2014
Gregory W. Spurr IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC03-02-2015
Richard H. Buckley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC$2504-26-2016
David CampisanoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC12-07-2017
Surafeal WoldayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-31-2018
Matthew SmolkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC01-11-2019
Keith Richard InmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC04-30-2019
Jerry Thomas DiamantidesMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC06-27-2019
Kellee Patricia DevineMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC08-05-2019
Angelos ConstantineMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC09-16-2019
Omasanjuwa Tokunbo EruwayoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC10-01-2019
Reeze Chinsum LohMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC10-29-2019

Showing 1 to 13 of 13 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.