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
Adam Beckett KlopfensteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.03-10-2016
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Adam WarkenthienMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-23-2020
Afshin ShahinpouriMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-27-2018
Alan Alfonso BanuelosMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-23-2018
Alden N. Sulger IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedNomura Securities International, Inc.02-27-2017
Allen Michael HallMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-10-2011
Allison Coleman SchenkMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$2505-20-2019
Amanda MurilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2018
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Amiel VolinskyMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC05-04-2018
Amy Ann CramerMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.01-30-2014
Amy E. KalasMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-27-2016
Amy L. FarberMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.08-02-2016
Andre LeverettMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-20-2020
Andrew L. Gogan Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPlanMember Securities Corporation10-22-2018
Andrew Patrick McDonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedGenFi LLC06-18-2012
Andrew Peter SkoglundMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC$20010-08-2015
Andrew Rex LudwigMerrill Lynch, Pierce, Fenner & Smith IncorporatedSincere & Co., LLC09-20-2016
Andrew Wayne JonesMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Retirement Group, LLC04-28-2014
Angelea M HackstadtMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-20-2018
Annie Q. ChenMerrill Lynch, Pierce, Fenner & Smith IncorporatedIASG Alternatives, LLC04-02-2018
Anthony CravenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2017
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Anthony Vincent VitoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2012
Next Page »

Showing 1 to 25 of 396 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.