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
Hernan PerezJ.P. Morgan Securities LLCAXA Advisors, LLC04-01-2020
Lauren Elizabeth CasassaJ.P. Morgan Securities LLCAXA Advisors, LLC02-28-2020
Derek Chiangseng TuJ.P. Morgan Securities LLCAXA Advisors, LLC02-07-2020
Nathan Michael WrightJ.P. Morgan Securities LLCAXA Advisors, LLC01-27-2020
Rachel Quinn VitaliJ.P. Morgan Securities LLCAXA Advisors, LLC01-17-2020
Thomas GoebelJ.P. Morgan Securities LLCAXA Advisors, LLC12-18-2019
Stephen Edward TucciJ.P. Morgan Securities LLCAXA Advisors, LLC12-16-2019
Itamar ErsterJ.P. Morgan Securities LLCAXA Advisors, LLC12-13-2019
Gino Gian PoliJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2019
Andrew Hardwick KuligJ.P. Morgan Securities LLCAXA Advisors, LLC12-10-2019
Misael Alexander MolinaJ.P. Morgan Securities LLCAXA Advisors, LLC11-27-2019
Alexis ZonaJ.P. Morgan Securities LLCAXA Advisors, LLC11-14-2019
Lawrence Ruel EdmisterJ.P. Morgan Securities LLCAXA Advisors, LLC11-08-2019
David Keith SpindleJ.P. Morgan Securities LLCAXA Advisors, LLC11-07-2019
Todd DorseyJ.P. Morgan Securities LLCAXA Advisors, LLC10-31-2019
Zachary James HansenJ.P. Morgan Securities LLCAXA Advisors, LLC10-31-2019
Christian Pilar Baxter AlemanJ.P. Morgan Securities LLCAXA Advisors, LLC10-09-2019
Liliana Maria MaesJ.P. Morgan Securities LLCAXA Advisors, LLC10-01-2019
Ryan James SikorskyJ.P. Morgan Securities LLCAXA Advisors, LLC08-21-2019
Eric AlvarezJ.P. Morgan Securities LLCAXA Advisors, LLC08-08-2019
Matthew Lee DemondJ.P. Morgan Securities LLCAXA Advisors, LLC07-26-2019
Rebecca Rose BertenshawJ.P. Morgan Securities LLCAXA Advisors, LLC07-24-2019
Jacob Adam WelshJ.P. Morgan Securities LLCAXA Advisors, LLC07-12-2019
Christopher Stephen Devlin Jr.J.P. Morgan Securities LLCAXA Advisors, LLC07-02-2019
Virginia LeeJ.P. Morgan Securities LLCAXA Advisors, LLC06-23-2019
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Showing 1 to 25 of 153 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.