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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cara Joanne PartchMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
Irina Sergeyevna PackMerrill Lynch, Pierce, Fenner & Smith IncorporatedJourney Tree Financial Planning & Investments12-16-2019
Anthony Christopher RueMerrill Lynch, Pierce, Fenner & Smith Incorporatedtru Independence Asset Management, LLC10-15-2019
Brendan David FlohrMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-04-2019
Maro Artemio PazMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUSO Financial Services, L.P.$1409-27-2019
Awbrey Rose GouldMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC11-26-2018
Kyle Christopher GallagherMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC11-15-2018
Samuel Joseph DetkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed11-07-2018
Anna E BowersMerrill Lynch, Pierce, Fenner & Smith IncorporatedUmpqua Investments, Inc.08-21-2018
Lindsey Taylor SimmonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.07-16-2018
Michael MiserMerrill Lynch, Pierce, Fenner & Smith IncorporatedStratos Wealth Partners, Ltd02-08-2018
Brandon A PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC09-18-2017
Tiffany Marie DarstMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.08-29-2017
Debra Lynne BartolMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC$10005-10-2017
Francisco MarquezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-03-2017
Rex Sean RitterMerrill Lynch, Pierce, Fenner & Smith IncorporatedUmpqua Investments, Inc.03-10-2017
Timothy P ChapmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-06-2017
Christian Erik CobbMerrill Lynch, Pierce, Fenner & Smith IncorporatedUmpqua Investments, Inc.02-24-2017
Jason Lee McmurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC12-05-2016
Charles Robert Doucette JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedCUNA Brokerage Services, Inc.11-28-2016
Stuart Gordon JohnsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC10-07-2016
Storm Leigh MaxeyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC10-07-2016
Larry Leon Hyatt JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-09-2016
Justin James PikeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC06-16-2015
Kimberly Frances PerreiraMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-13-2015
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Showing 1 to 25 of 47 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.