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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cynthia Evans ThibodauxWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2020
Osama AlbibiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2020
Spencer George LuthinWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2020
Roman SosunovWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2020
Diana Lucia FernandezWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2020
Carlos Enrique VandervisWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Sarah ChristopherWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-05-2019
Christopher W JohnsonWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-30-2019
Tara MirjahWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Jeff Evan ChaninWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-11-2019
Richard Alexander HarrisWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
Daniel Joseph AbrahamsohnWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
John David Walker HillWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2019
Mahmoud ElawadiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2019
Kristen A SkinnerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2019
Kevin Francis QuinnWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2018
Charles Douglas WorrellWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2018
Yevgeny VekslerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
Justin Nicholas SpinelloWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2018
Michael James BockWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-20-2018
Garrett Wayne GaneyWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2018
Scott Elmer MarshWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-25-2018
John Stephen PiontekWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$4901-12-2018
Jason I WitrockWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-05-2018
Lixanelle D Roman ValentinWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2017
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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.