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
Boban TunjicFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Bradley Paul SchwartzKeyes, Stange & Wooten Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Brandon YeeEmergent Fortuity Financial, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2018
Bryson Tyler MacchioneCalton & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2511-01-2018
Christopher Joseph BuccheriStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-31-2018
Christopher Thomas AndersonSecurian Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5012-14-2018
Connie Jannelle CarrierAvantax Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2018
Daniel Robert MarlboroughFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-23-2018
David BerryAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2019
Doug Wesley AcreeFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2018
Gordon Richard NearingRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-18-2018
Gregory W ChapmanFlood Tide Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2018
Irene Enriquez SimpsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2018
John Everett KerrMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2018
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Kyle Gray DoaneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
Mandy Lee GoinsFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2018
Marlin J. McNairSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2018
Michael B. GilbertFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2018
Michael Nicholas DegennaroFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Michael S PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2018
Miguel A. ArevaloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-16-2018
Natan BteshNorthwestern Mutual Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2018
Nicole Susan MolineuxRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2018
Pamela Chilton DallasRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2018
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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.