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
Matthew Louis MccreaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-29-2016
Matthew Allen LamontMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-14-2015
Ernest Kameo RamirezMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-10-2014
Randy James TaylorMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-08-2014
David Wyatt SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-26-2011
Lisa QuachMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-19-2011
Garrett Patrick GroveMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-17-2011
Frank Cody FarmerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Investments Institutional Services Company, Inc.10-13-2015
Rasa PetrauskaiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Advisors National, LLC09-30-2016
Joseph Philip Tartaglini Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Allied Securities, Inc.$10003-27-2012
Eric K. WillisMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Advisory Services06-08-2016
Craig Jahncke McgrathMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Financial Planning, Inc.12-05-2018
Hanh Thi My NgoMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Financial Planning, Inc.06-02-2017
Justin J GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Financial Planning, Inc.10-16-2015
Dan DwyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$16011-02-2018
Gary Pace, Joshua PaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$18010-26-2018
Jeff Schottenstein, Stuart WechslerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$1,50001-05-2018
Danielle Ambrose, Diane HirschornMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$70006-30-2017
Hank HollandMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$50001-17-2017
Kevin BarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$36008-26-2016
James Marchetti, Caleb PorterMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Republic Securities$76503-18-2016
George Michael SaligaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFisher Investments03-23-2016
William Scott JefferyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFM Partners Holdings LLC07-18-2011
Christopher Patrick Long-CallahanMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.03-21-2019
Teresa Jo NinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.$25012-18-2018
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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.