Advisers on the Move

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
Michael Schenking Zachary Chryst Thomas OConorWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$35503-27-2020
Matthew DavisWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$7703-20-2020
Doug HaskinWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$6602-01-2019
Margaret HillWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$7004-27-2018
Shawn Greseth Chris Kellett Donovan LaibWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$40002-21-2018
Lin EdwardsWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$13012-08-2017
Jordan Varela Raquel ReynoldsWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$30007-07-2017
Paul Zambriski Tyler PolsonWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$29006-30-2017
David J AndersonWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$13806-29-2017
Dennis HallWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20001-24-2017
Michael RussoWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$12512-07-2016
Dennis SurmanekWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$7212-07-2016
Eric CownieWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5009-21-2016
Robert Duncan Bradley Newman Zachary BrevermanWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$40007-26-2016
Joseph Volz William Hargrove Anne NorrisWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20505-23-2016
Robert GormanWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-29-2016
Jason Holyszko David Snider Russell Wittkopp Tammy MentelWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$16502-25-2016
Thomas BraleyWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$9502-18-2016
Jane Drew Katherine DrewWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$27808-07-2015
Charles GuilbaultWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-02-2015
Elaine ElliottWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2015
Doug Brandeen David Brandeen Jeff Link Dean ShuplinkovWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$55506-10-2015
Bruce Lin Michael Hartmeyer Patrick ChanWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$14208-29-2014
Travis Barr Marco CisnerosWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$22708-14-2014
Bill Gear Ben BuchananWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$16007-01-2014
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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.