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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zvart PotoukianMorgan StanleyWells Fargo Clearing Services, LLC10-07-2011
Zuzana AmbrovaNYLIFE Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-15-2013
Zuo Jia BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.01-21-2015
Zultan BermudezLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.10-30-2018
Zulfiqar Ali NaqviMerrill Lynch, Pierce, Fenner & Smith IncorporatedOneAmerica Securities, Inc.08-26-2020
Zulfiqar Ali NaqviMerrill Lynch, Pierce, Fenner & Smith IncorporatedOneAmerica Securities, Inc.08-26-2020
Zulema BaezWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-08-2014
Zubin Jimmy MistryUBS Financial Services Inc.Citigroup Global Markets Inc.03-06-2009
Zubin HodiwallaTD Ameritrade Investment Management, LLCCharles Schwab & Co., Inc.$15005-08-2019
Zubair Ahmad KhanLPL Financial LLCJ.P. Morgan Securities LLC06-17-2016
Zubair Ahmad KhanJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC06-29-2015
Zubair Ahmad EkhtearMeyers Associates, L.P.Obsidian Financial Group, LLC$1004-02-2013
Zovinar Aynilian-KaprielianFirst Brokerage America, LLCCommonwealth Financial Network$2504-02-2009
Zoumana Nala BerteSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-31-2016
Zoumana Nala BerteWells Fargo Clearing Services, LLCNYLIFE Securities LLC06-05-2013
Zoriy ReznikovFidelity Brokerage Services LLCFifth Third Securities, Inc.01-30-2012
Zoriy ReznikovFifth Third Securities, Inc.Associated Investment Services, Inc.06-06-2011
Zoriy ReznikovAssociated Investment Services, Inc.Chase Investment Services Corp.01-18-2011
Zoriy ReznikovChase Investment Services Corp.Northern Trust Securities, Inc.07-29-2010
Zoriana Maria StawnychyStawnychy Financial Services, Inc.LPL Financial LLC08-02-2016
Zoria OspinaJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC03-20-2015
Zoran Johanan VazWells Fargo Clearing Services, LLCDavid Lerner Associates, Inc.$5011-04-2011
Zoran Ivan LozoICMA-RC Services, LLCFirst Brokerage America, LLC$2507-28-2015
Zoraida Caridad DiazUBS Financial Services Inc.Citigroup Global Markets Inc.09-16-2011
Zonia Cavazos PullenBolton Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated10-05-2012
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Showing 1 to 25 of 182,298 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.