Advisers on the Move

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jesse Redman PerezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-04-2015
Mariette Darline DaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAPW Capital, Inc.12-07-2015
Natalie Jean CetruloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-07-2015
James C. SchneiderMerrill Lynch, Pierce, Fenner & Smith IncorporatedKelson Capital LLC12-09-2015
Oronzo Anthony TriggianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Turner & Company, L.L.C.12-28-2015
Scott Hugh SingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedTradeStation Securities, Inc.01-28-2016
Kelvin MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-01-2016
Stephen Joseph CuneoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2016
Michael Francis RomagnoloMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.02-19-2016
Carina GerscovichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2016
Gerald Patrick DooleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC02-29-2016
Terrence Clark PorterMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed03-02-2016
Charles Edward MerzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-03-2016
David Christopher GholsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade Investment Management, LLC03-04-2016
Kirsten Anne Tuzzo, Blaine Michael MintonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10003-18-2016
Bart R. HartmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Retirement Readiness Institute03-22-2016
Ernst Junior TullusMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-29-2016
Justin Samuel LumiereMerrill Lynch, Pierce, Fenner & Smith IncorporatedMaxim Group LLC03-30-2016
Corey Ben DanielsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-06-2016
Ole John SorensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-15-2016
Kirsten Tuzzo, Blaine MintonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$28704-18-2016
Rafael I MontillaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.04-19-2016
Michael S. DenkerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSagePoint Financial, Inc.04-25-2016
Arthur Paul ColamarinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAlpern Wealth Management, LLC$1004-28-2016
Edward Lowry Moore Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-02-2016
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Showing 351 to 375 of 532 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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