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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Christopher DurdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-02-2017
Adam Brian AmornMerrill Lynch, Pierce, Fenner & Smith IncorporatedHornor, Townsend & Kent, LLC01-25-2012
Adam HardyMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.10-10-2017
Adam Karl GloegeMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company06-22-2010
Alec Christian SchreiberMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurities America, Inc.06-12-2019
Alexander James RuizMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC01-29-2020
Alexander Steven BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-17-2020
Alexandra Justine LivadasMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.12-08-2015
Andrew D. JarcMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-14-2014
Andrew T. SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCleararc Capital, Inc.05-23-2011
Anthony David AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedL.M. Kohn & Company02-21-2012
Anthony E. Clark Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-14-2018
Anthoula Antonia PoleondakisMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Independent Financial Services, Inc.09-10-2010
Antonella BarreroMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors08-14-2018
Ashley Elizabeth KattMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.05-19-2014
Ashley L MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC08-24-2011
Audrey Jane CawmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.10-07-2013
Audrey Yevette TidmoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-02-2017
August William AllendorfMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC04-27-2011
Benjamin G PadillaMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.10-26-2011
Benjamin K. PersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedNationwide Investment Services Corporation05-03-2011
Benjamin R. StacyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$5001-17-2014
Betheney Marie McIntoshMerrill Lynch, Pierce, Fenner & Smith IncorporatedStifel, Nicolaus & Company, Incorporated05-22-2015
Bianca Monique MarcellinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedW&S Brokerage Services, Inc.07-19-2018
Brandon Thomas SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5005-04-2009
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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.