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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Johni ChanUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-07-2019
Luis Alfonso Almendarez Jr.UnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1011-07-2017
George Angelo ReyesUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2017
Edward Ariel SueroUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2017
Kevin Chang Kyun PakUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2017
Jeanne Marie AbrahamUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2016
Francisco E. LopezUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-16-2016
Aylisa Lisa MinassianUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2015
Maeda Ann WebsterUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2015
Evan Fredrick SeiblyUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2010
Ernest Anthony AlamilloUnionBanc Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-16-2009

Showing 1 to 11 of 11 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.

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