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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stanley O. OmosaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2020
William Augustine Boykin VMerrill Lynch, Pierce, Fenner & Smith IncorporatedStormHarbour Securities LP02-20-2020
Jahaira ZorrillaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-03-2020
Daniela A AmarMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-17-2020
Semene Anne GildenMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC12-10-2019
Joel Howard FiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedM&T Securities, Inc.11-22-2019
Sheila Denise StinsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPathstone10-23-2019
Sharon Elizabeth PerdueMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-19-2019
Bennett Reitzel FletcherMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-14-2019
Zachary Paul VillavicencioMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-06-2019
Hossam Refat AbdallaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-27-2019
Kristin Cheree Renfro-PettetMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC05-24-2019
Andrew VenezieMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC04-02-2019
Geoffrey Adam FlandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.12-19-2018
Mandar A. BhaveMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated12-13-2018
Ryan T. SangsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Michelle Kindrell CobbMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC11-05-2018
Kevin Lee ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.10-31-2018
Matthew Ryan DiehlMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-29-2018
Justin Willard ByramMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated09-17-2018
Ziad NseirMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnited Capital Financial Advisers09-10-2018
Christian PoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-06-2018
Jasmin Tesse La-Rue WaddellMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-15-2018
Andrew Joseph BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.08-01-2018
Teeta A. JosephsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC07-02-2018
Next Page »

Showing 1 to 25 of 215 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.