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
Heather Lee HerseyCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2020
Nicholas M. LuiseCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2020
Elisa Ann MooreCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2019
Zachary Ryan MenardCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2019
Ryan Frank GravinaCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2018
Abraham RosenbergCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2018
Angelica Faye CronkCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2018
Stephen M WalshCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2018
Joseph Anthony Caggiano IIICitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2017
Jason FaroukCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2017
Patrick James McGuinessCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-27-2017
Michele Ann GasperCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-07-2016
Susan C. BeagleCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2016
William Alfred HaggardCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-21-2016
Kristin M NickersonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2016
Paul William Feeney Jr.Citizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2016
Nicolas Souffrant Jr.Citizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-05-2016
Glenn M. CalvaneseCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2015
Paul Steven HartwellCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2015
Patrick Sean GearyCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2015
Kevin Patrick HalloranCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2015
Michael Paul MichaelsonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-04-2015
Christopher Kijak MillerCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2015
Jeff Wells BurnhamCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2014
Jason A. RuelCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2014
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Showing 1 to 25 of 34 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.