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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Paul ShuhdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC$36409-07-2012
Farhang AziziMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC08-08-2011
Rachael M CraneMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC09-17-2010
Mark Angelo VentrescoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCrowell, Weedon & Co.$50006-14-2013
James Martin MadiganMerrill Lynch, Pierce, Fenner & Smith IncorporatedCrowell, Weedon & Co.$10005-30-2012
Fritz Cesar CamachoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCrown Capital Securities, L.P.02-20-2015
Michael Alan WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCsfbdirect, Inc.07-12-2017
Mark Donald HansenMerrill Lynch, Pierce, Fenner & Smith IncorporatedCsfbdirect, Inc.10-28-2016
Rodney Joseph ViloriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCsfbdirect, Inc.$50003-21-2012
Arthur C. KangMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.08-19-2019
Adam Christopher KoyanagiMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.$50011-25-2011
Mary Colleen LevyMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUSO Financial Services, L.P.02-27-2012
Tarek Gamil HamdyMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-26-2016
Benjamin Scott HearnsbergerMerrill Lynch, Pierce, Fenner & Smith IncorporatedDestination Wealth Management10-25-2018
Daniel J KayMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.$50009-18-2017
Susan BurnettMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.07-24-2017
Cheryl Lee PallerMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.12-20-2016
Matthew William CoombeMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.11-07-2016
Andreas Bubenzer PaimMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.05-28-2015
Erin Blaze McCarthyMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.$10004-09-2014
Horace Hanford Smith IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.04-09-2014
Nicholas Gus AnthonyMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.$10004-29-2011
Riaz Munir LadhabhoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeutsche Bank Securities Inc.06-21-2010
Naomi Anna EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedDeYoe Wealth Management, Inc.10-23-2017
Catherine Theresa PietroMerrill Lynch, Pierce, Fenner & Smith IncorporatedDFPG Investments, LLC01-15-2015
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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.