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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard S. FarkasUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2009
David Walter BartzUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2009
Brendon Christopher HarbronUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2009
Daniel Paul ChillemiUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2009
John Howard ReddingtonUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$7501-23-2009
Chad N. TuckerUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2009
John Arthur Skevington Jr.UBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10001-29-2009
Raymond Samuel ByersUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-29-2009
Gregory Joseph HabigUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-30-2009
Jennifer H. ReidUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2501-30-2009
John Mark DesantisUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-27-2009
Paul William MuransUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2011
Tanya A. WilsonUBS Financial Services Inc.PNC Investments09-06-2011
Andrew K. FairmanUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2013
Stockton Morgan SchultzUBS Financial Services Inc.Morgan Stanley04-01-2013
Frank Joseph Esposito Jr.UBS Financial Services Inc.J.P. Morgan Securities LLC07-05-2013
Matthew Mcclure GreenUBS Financial Services Inc.J.P. Morgan Securities LLC$1007-05-2013
Steven Michael YoungUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-02-2014
Andrew James CornellUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2014
Hannah K. BotkinUBS Financial Services Inc.J.P. Morgan Securities LLC08-06-2014
Kelly Christine ArensmanUBS Financial Services Inc.Calamos Financial Services LLC09-25-2014
Chad A. McCulloughUBS Financial Services Inc.PNC Investments$7506-30-2015
Kristin Lee PopovicUBS Financial Services Inc.Morgan Stanley07-02-2015
Jason Wendell RaspUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5012-04-2015
Scott A. MetzingerUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10012-04-2015
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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.