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
Gavriel S. BergerOppenheimer & Co. Inc.AllianceBernstein L.P.04-03-2018
Edwin Gerard BeusseOppenheimer & Co. Inc.Ally Securities LLC09-22-2010
Gregory Vincent MatthewsOppenheimer & Co. Inc.Auriga USA, LLC02-01-2015
Tara Egan MillerOppenheimer & Co. Inc.AXA Advisors, LLC08-20-2018
William John Enrico ForteOppenheimer & Co. Inc.AXA Advisors, LLC06-13-2018
Geoffrey M DemarcoOppenheimer & Co. Inc.AXA Advisors, LLC09-04-2013
Howard LevineOppenheimer & Co. Inc.B. Riley Wealth Management$5002-28-2017
Adam Marc BenchOppenheimer & Co. Inc.B. Riley Wealth Management$5012-14-2016
Michael Allen MurphyOppenheimer & Co. Inc.Banc of America Securities LLC$15007-01-2009
Hratch Samuel ArukianOppenheimer & Co. Inc.Barclays Capital Inc.05-03-2010
Eric Travis RoarkOppenheimer & Co. Inc.BB&T Securities, LLC01-21-2015
Svitlana S KyrukhinaOppenheimer & Co. Inc.Brean Capital, LLC11-07-2013
John Esko DelamaterOppenheimer & Co. Inc.Capital One Investing, LLC06-12-2018
Jan A. GalvezOppenheimer & Co. Inc.Capital One Investing, LLC04-09-2018
Bernard Michael LherissonOppenheimer & Co. Inc.Chase Investment Services Corp.09-23-2009
Robert Allan SankovskyOppenheimer & Co. Inc.CIBC World Markets Corp.09-08-2014
Robert Anthony MagliuloOppenheimer & Co. Inc.Citigroup Global Markets Inc.12-14-2012
Suzanne Marie PecciaOppenheimer & Co. Inc.Citigroup Global Markets Inc.06-04-2012
Ronald Gene WexlerOppenheimer & Co. Inc.Citigroup Global Markets Inc.01-22-2010
Anna SitnerOppenheimer & Co. Inc.Citigroup Global Markets Inc.01-12-2010
Adam Neil BrillerOppenheimer & Co. Inc.Citigroup Global Markets Inc.01-08-2010
Albert Joseph KirchnerOppenheimer & Co. Inc.Citigroup Global Markets Inc.12-14-2009
Thomas Michael AmadioOppenheimer & Co. Inc.Citigroup Global Markets Inc.05-08-2009
Donna Hope GoldmanOppenheimer & Co. Inc.Citigroup Global Markets Inc.$5004-09-2009
Howard Alan HirschOppenheimer & Co. Inc.Citigroup Global Markets Inc.$10004-09-2009
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Showing 1 to 25 of 191 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.