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
Alexander Steven BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-17-2020
Scott Allen BauchmoyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-27-2019
Matthew Allen GrohMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-01-2019
Jacqueline E. LiferMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-29-2018
Richard Alexander HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-10-2018
Chad Patrick BudyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-03-2018
Clarissa La Tia GoolsbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-21-2017
Marco Angelo ComichistaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-10-2017
Harold John Maskery IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-16-2015
Robert L. Idol IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-09-2015
Douglas A. RossMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$2508-29-2014
Cassandra Jo WaitkunasMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-29-2014
Patty Kelley ScottMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$5003-09-2011

Showing 1 to 13 of 13 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.