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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward Walterhouse, Ryan FarisAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$17508-09-2019
Adam Brian CousinoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2019
Regan J. WildaAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-26-2018
Andrey IlyasovAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-16-2018
Thomas Maclone GrayAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Benjamin Robert BurbedgeAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5008-22-2017
Geoffrey Ellis OrbachAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15008-30-2013
Scott M. RzesaAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-04-2013
Bruce Robert Parmenter Jr.Ameriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-15-2010
David Joseph HudsonAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2010
Michael John GlosterAurora SecuritiesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2018
Bradley Dean RecknagelFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2018
Michael Eric PuvalowskiFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2010
Fallien E SchweinFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-09-2009
Adam Philip ChambersFSC Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated05-22-2013
Michael Joseph KrahelInvestacorp, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2017
Michael Joseph GogginsInvestsharesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-20-2009
David Alan WaltersJ.J.B. Hilliard, W.L. Lyons, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2015
Jonathon Thomas KrempaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-15-2016
Nicholas Anrep BeilfussJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-22-2016
Kirk Harry LoveL.M. Kohn & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-02-2018
Jason Adam TrzcinskiLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1005-16-2014
Jennifer Lynn KreutzerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2014
Charles Thomas O'Connor Jr.LPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-15-2010
Charles T. O'Connor Sr.LPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-15-2010
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Showing 1 to 25 of 121 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.

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