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
Andrew C LorangerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-19-2015
Andrew Christopher WilkinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-21-2014
Andrew Steven PritsiosMerrill Lynch, Pierce, Fenner & Smith IncorporatedBarclays Capital Inc.$10006-11-2015
Anson Trent HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-07-2014
Benjamin Louis ChernerMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.08-19-2016
Benjamin Rush SemmesMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.07-22-2013
Betty Jo RennerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10009-12-2011
Brant Melvin WatsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$50006-22-2012
Brent David SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.12-04-2014
CAROLYN ANN VERTOVECMerrill Lynch, Pierce, Fenner & Smith IncorporatedVSR Financial Services, Inc.11-23-2010
Cesar X. SanchezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-07-2015
Charles Eric KnoxMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.$10009-27-2017
Charles S. HoltMerrill Lynch, Pierce, Fenner & Smith IncorporatedHightower Advisors$20003-23-2012
Daniel Cassidy AlipertiMerrill Lynch, Pierce, Fenner & Smith IncorporatedOppenheimer & Co. Inc.$50006-08-2018
Darren Louis ColananniMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-16-2016
Dean Michael WallaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-12-2015
Denise Hyater-LindenmuthMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-10-2016
Donald Robert Page IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$10004-17-2014
EDUARDO Lima CORREAMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-10-2018
Engida SewnetMerrill Lynch, Pierce, Fenner & Smith IncorporatedCassava Capital12-21-2017
Eric StromfeldMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10002-01-2018
Eric Todd HorowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-25-2016
Ghislaine Renee FrederickMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10008-28-2009
Gregory Bryan LawsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-25-2012
Haywood NoblesMerrill Lynch, Pierce, Fenner & Smith IncorporatedVALIC Financial Advisors, Inc.02-04-2016
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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.