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
Zachary Palmer FlobergMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-22-2013
Winnie Jerome RajakumarMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$1009-21-2015
Winnie Jerome RajakumarMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-29-2010
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-07-2011
William Roger SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-26-2011
William Michael PerfettMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.09-12-2011
William Lucius ConsolinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Financial Advisors Corporation06-20-2011
William Joseph Meagher Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-17-2015
William J ZalewskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.10-16-2009
William Edward McCormackMerrill Lynch, Pierce, Fenner & Smith IncorporatedBarclays Capital Inc.06-16-2015
William Brett CicconeMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-19-2018
William Brett CicconeMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.03-15-2011
William Anderson LuttnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$15005-15-2009
Wesley Palmy MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedVirtu ITG LLC04-07-2017
Wayne Charles AcheyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15004-29-2011
Warren Bringhurst Scott IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC04-09-2018
Victor TranMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-28-2016
Veronica I. Puello VisbalMerrill Lynch, Pierce, Fenner & Smith IncorporatedOppenheimer & Co. Inc.06-19-2015
Tyler LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-10-2018
Ty Matthew WilkinsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC$5008-20-2019
Tony T. TranMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.04-11-2012
Todd Marshall RothMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-08-2013
Timothy McNamaraMerrill Lynch, Pierce, Fenner & Smith IncorporatedINVEST Financial Corporation01-22-2016
Timothy Matthew ArmaniousMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated07-29-2015
Timothy Matthew ArmaniousMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-01-2014
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Showing 1 to 25 of 276 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.