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
Matthew Allen GrohMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-01-2019
Richard Kendrick StockdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-18-2019
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Robert Joseph BlommelMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid A. Noyes & Company12-10-2018
Delford Paul McCallister IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2018
Christine Ann GerstMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company11-02-2018
Richard Alexander HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-10-2018
Owen W LynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.09-20-2018
Nathan David EberlyMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC07-11-2018
Tate Joshua StoverMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC07-06-2018
Hugh Patrick McMichael Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-02-2017
Padma JambunathMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-02-2017
Matthew David AlatorreMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC10-14-2017
Nicholas Kostandino HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-19-2017
Jacqueline Anne PurcellMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-19-2017
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
David Frederick PatmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.06-01-2017
Cheri Lynn FitzgeraldMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-19-2017
Deborah Sue SolomonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-30-2017
James P. TusochMerrill Lynch, Pierce, Fenner & Smith IncorporatedFinancial America Securities, Inc.12-06-2016
John Robert BovardMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-28-2016
William James StevensMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-06-2016
Stacy Miller LamprosMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-06-2016
Quinn Sidney JonesMerrill Lynch, Pierce, Fenner & Smith IncorporatedBalasa Dinverno Foltz LLC06-16-2016
Frank Anthony Nunziata IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedCambridge Investment Research, Inc.06-09-2016
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Showing 1 to 25 of 95 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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