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
Matthew Joseph ParkerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2019
Robby William EngeldingerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2019
Jared M. SkinnerBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2018
Jeff YankauskasBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
Iliana AlexandrovaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2018
George Michael SaligaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2018
Deanna YuBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-28-2017
Christopher Neil SavardBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2017
Joseph Travis BergenBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2017
Sze Wai KwokBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2017
David Anthony BoerioBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-27-2016
Chuck Hang WongBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2016
Ryan Patrick MollBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-18-2016
James E. ZambranoBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-11-2016
Ryan Addison AlessiBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2016
Charles Khanh TruongBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-02-2016
Patricia Lee NunnBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2016
Danny Daeyoung ChungBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1002-02-2015
Jesse ThurberBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-09-2015
Barclay Lifong KungBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2014
Peter ShuBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-15-2014
John Paul ClearyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-05-2014
David J MiragliaBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-05-2014
Nancy Louise McCreadyBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1012-11-2013
Darrin Andrew ChowBancWest Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2013
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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.