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
Jeffrey D. SchroederU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2019
Nixon D JamesU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-30-2019
Lyubov Vladimirovna JewellU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2019
Marilu HernandezU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2018
Nader HosseinzadehU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2018
Christopher Michael ButlerU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2017
Aaron B. PimentelU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Jeffrey William TruemanU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2015
Lino SafieddineU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2013
Carol Rita SymonsU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-13-2012
Jong Hyuk PakU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2012
Rosie M. PenaU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-01-2012
Damon Ralph CouchU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-05-2012
Lori Ann DominguezU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-07-2012
William Dan GotsesU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2011
Christopher Berry SchimmelU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2010
Justin Lee BoydU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2010
Andre Sebastiano ColucciU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2010
Paul William BarkerU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2010
George Charles Fakier IIIU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2010
Weifen ChengU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2010

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.