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
Nathan David EberlyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2020
Robert David HaysLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-04-2020
Brandon Michael BoychukKestra Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2020
Gregory William HopkinsInverness Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2020
Arthur Richard DelucaFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-10-2020
Nicholas James EvansGolden Reserve, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-10-2020
John Steven DamianoStratos Wealth Partners, LtdMerrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2020
Gregory Michael TurnerPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2019
Jeffrey Philip ElmanStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5011-29-2019
John R SchnurMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2019
Colin Doyle KeefeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2019
Michael De'Angelo BarberJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Drake Russell HaferWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-04-2019
Nicholas Eric VanoverRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Kelly Susann WillmerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Travis Scott FlingMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
Tyler P. SeidlFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-11-2019
Patrick F. RussoLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5009-09-2019
Ignatius Donald PermadiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-06-2019
Seth Nizar TahaWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-06-2019
Morad Jamil ZayedCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2019
James A. PipinoRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2019
Michael Howard TowleLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-31-2019
Johnny L BerryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2019
Kylee OneilUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2019
Next Page »

Showing 1 to 25 of 414 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.