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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander AntonucciJ.P. Morgan Securities LLCAXA Advisors, LLC06-21-2018
Andrew ClarkeJ.P. Morgan Securities LLCAXA Advisors, LLC01-03-2019
Andrew Peter GallagherJ.P. Morgan Securities LLCAXA Advisors, LLC01-14-2016
Andrew William SuraceJ.P. Morgan Securities LLCAXA Advisors, LLC05-23-2018
Anthony Michael ReboliniJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2018
Armand ArteagaJ.P. Morgan Securities LLCAXA Advisors, LLC11-03-2017
Bruce IaconoJ.P. Morgan Securities LLCAXA Advisors, LLC05-15-2018
Christopher J SoliverJ.P. Morgan Securities LLCAXA Advisors, LLC07-26-2016
Christopher Stephen Devlin Jr.J.P. Morgan Securities LLCAXA Advisors, LLC07-02-2019
Christopher Thomas DeninnoJ.P. Morgan Securities LLCAXA Advisors, LLC09-06-2016
David Sage Landon Jr.J.P. Morgan Securities LLCAXA Advisors, LLC04-09-2014
Edwin E PerazaJ.P. Morgan Securities LLCAXA Advisors, LLC08-10-2016
Everardo ReyesJ.P. Morgan Securities LLCAXA Advisors, LLC06-15-2017
Graziano Frank RotelliniJ.P. Morgan Securities LLCAXA Advisors, LLC05-16-2019
James M. AntunesJ.P. Morgan Securities LLCAXA Advisors, LLC03-24-2016
Jonathan Nicholas ArslanianJ.P. Morgan Securities LLCAXA Advisors, LLC05-09-2018
Jose Xavier HualpaJ.P. Morgan Securities LLCAXA Advisors, LLC07-21-2016
Joshua David KersteinJ.P. Morgan Securities LLCAXA Advisors, LLC06-10-2014
Lauren Elizabeth CasassaJ.P. Morgan Securities LLCAXA Advisors, LLC02-28-2020
Marie-Cecile Fabienne St GillesJ.P. Morgan Securities LLCAXA Advisors, LLC03-15-2016
Mario L. Valdez EspinalJ.P. Morgan Securities LLCAXA Advisors, LLC05-03-2016
Matthew J. RoblesJ.P. Morgan Securities LLCAXA Advisors, LLC09-06-2017
Matthew Salvatore FerrandoJ.P. Morgan Securities LLCAXA Advisors, LLC09-22-2014
Michael Alan KushnerJ.P. Morgan Securities LLCAXA Advisors, LLC12-27-2016
Michael Alexander ErlacherJ.P. Morgan Securities LLCAXA Advisors, LLC05-04-2016
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Showing 1 to 25 of 39 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.