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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Maria Sharon KyriakidesVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2020
Kathy Mary MittonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2020
Catherine Watts MittonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15001-24-2020
James Michael WattsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-24-2020
Michael Joseph ZatarainEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2019
Patrick CavanaughLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2019
Aundeah Joann KearneyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2019
Albert Truman Vanveckhoven IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2019
Jon Scott Gwatney Jr.AE Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2019
Jill Blanchard BlairMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Lee Siegal HendersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2019
George R. HutterRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Megan Elise GiardinaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Christine SheaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Patrick David KunglRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Garrett Keith NortonHancock Whitney Investment Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
Michael Matthew MinvielleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2019
Andrew Gerrets NecaiseRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-30-2019
John A SuarezLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2019
Willis Anthony LovellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$18103-11-2019
Adam F. HewittJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2018
Don Gene BanksWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Kathryn Lanier FontaineTriad Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-30-2018
Susan I FontaineTriad Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2018
Scott Lindsay DeupreeGoss AdvisorsMerrill Lynch, Pierce, Fenner & Smith Incorporated$15011-30-2018
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Showing 1 to 25 of 133 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.