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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melissa Diane ClemensMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5006-12-2020
Michael Ahren McKuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-30-2020
Vazgen KeshishyanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-21-2020
Brandie M WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-26-2020
Henry A. MenchacaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-23-2020
Andre LeverettMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-20-2020
Husein Nazim ValiyaniMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-20-2020
Alisha Deann HoltMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-18-2020
Guillermo Carlos CornejoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-13-2020
Davide GalianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-06-2020
Alexander Thomas MaranoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-24-2020
John R GordonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
Cara Joanne PartchMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
Evelyn MorenoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
Erkan HajricMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-11-2020
Ylaiza Gail Sy BalanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-07-2020
Abraham Alvin Martinez FloresMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-07-2020
Jahaira ZorrillaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-03-2020
Kimberly Marie ReynoldsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-03-2020
Rick E. LessleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$15001-28-2020
Jerry Wayne Tyler Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-28-2020
April E. LambMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-28-2020
Anthony Mell Mcintosh JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-22-2020
Mahogany Arleigh WoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-22-2020
Yvonne Maria KennedyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-16-2020
Next Page »

Showing 1 to 25 of 889 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.