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
Megan AssenmacherMerrill Lynch, Pierce, Fenner & Smith IncorporatedEssex National Securities, LLC12-03-2014
Logan Alexander ShanksMerrill Lynch, Pierce, Fenner & Smith IncorporatedPrincipal Securities, Inc.12-02-2014
Robert Anthony BarcelonaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC11-25-2014
Lance Jamar TurnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-17-2014
Kenneth Wade HagarMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.11-14-2014
Jacob P WagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.11-04-2014
Jordin Andrea RyanMerrill Lynch, Pierce, Fenner & Smith IncorporatedHantz Financial Services, Inc.10-13-2014
John MosMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.09-24-2014
Lynn Marie ForbushMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-18-2014
Manfred Alexander KallmannsohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC09-17-2014
Beth Lauren DeckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedCSSC Brokerage Services, Inc.09-09-2014
Bradley Dean RecknagelMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-01-2014
Debra Lee DipilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-16-2014
Jacob Aaron BaldridgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedTJM Investments, LLC04-16-2014
Jonathon Thomas KrempaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC04-02-2014
Richard Wesley BoschertMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.03-27-2014
Andrew James ChmielMerrill Lynch, Pierce, Fenner & Smith IncorporatedQuest Capital Strategies, Inc.02-27-2014
Scott David RosenblumMerrill Lynch, Pierce, Fenner & Smith IncorporatedR H Bluestein & Co02-18-2014
Kenneth Michael CylkowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-16-2013
Ryan Jerry AttensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-25-2013
David Michael GriecoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-12-2013
Justin Aaron GoodwinMerrill Lynch, Pierce, Fenner & Smith IncorporatedCIG Securities10-14-2013
Matthew Alan HarbarcukMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-04-2013
Andrey IlyasovMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-26-2013
Bradley C. BergerMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC07-19-2013
« Previous PageNext Page »

Showing 76 to 100 of 235 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10

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.