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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rachel Lynn OwensUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2019
Arvid James GrierUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-29-2019
Francis L. Harrison Jr.USAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2016
Lee Walter NorthernUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2015
Michelle E BoyerUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2015
Sanel DuranovicUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2015
Michael Joseph PerezUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-31-2015
Kristy Jones KoenigUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2015
Deborah Ann NiblettUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2015
Adrian IbarraUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-23-2014
Kaiwen YangUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2014
Charles David Konopaski IIUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-05-2014
Nelson Erich SurovetzUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2013
George Adam HoweUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2013
Gameel F TannousUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2011
Patrick Edward NugentUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-29-2011
Daniel James GomezUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-29-2010
Kathleen Ruth CashattUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-08-2010
Adam Fouad ZedanUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2009
Kathryn M. DinsmoreUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2009
Cheryl Louise WilsonUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2009

Showing 1 to 21 of 21 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.