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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Grey M. TerryHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1002-18-2011
Gibson Rymar WilkesHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2011
David Anaclethe EmmaHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-18-2011
Jordan Haskell WaxmanHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2012
Kenneth Benjamin HoffmanHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2012
Geoffrey Glenn GregoryHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2013
Alexandra J. MieleHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2013
Eric C. Hanson, Christopher Peter McFaddenHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-18-2013
Christine Margaret TorreyHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2013
Laurie Carol KamhiHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2013
Jeffrey Scott VogelHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-21-2014
Ruth Elise BergerHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2014
Peter Michael ByrneHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-09-2015
Larue Ruebell Gibson Jr.HighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-03-2016
Kevin Leonard JacksonHighTower Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2016

Showing 1 to 15 of 15 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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