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
Amanda L. RainesJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-16-2016
Amy Lynn WatsonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-28-2016
Anthony Joseph CalhounJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10010-03-2014
Aram Michael TopalianJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-27-2018
Benigno Gonzalez Jr.J.P. Morgan Securities LLCCharles Schwab & Co., Inc.03-03-2020
Benjamin Daniel CroffordJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.02-25-2020
Bethany Alyssa BerryJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-09-2019
Brandon Michael RosenJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-07-2019
Brendon G. AndersonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10009-20-2016
Brett Lee SchulzJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$15012-04-2018
Brian D. EathertonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.06-22-2016
Cameron Lawrence WheelerJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-30-2018
Cherif Souleymane AidaraJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.12-17-2012
Christian Alexander LopezJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.10-16-2019
Christopher Joseph AlbanoJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.12-09-2019
Cole Eric FragemanJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-02-2018
Corey James CordrayJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.05-30-2017
Daniel A. VielandJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-22-2015
Daniel Stoian CallanJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.04-10-2014
David Michael BainJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-10-2020
Devona J'Heir WiseJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.04-10-2019
Edgar W Bassick VJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-15-2018
Eric Charles MetzgerJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.10-25-2012
Ethan R. MorrisJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.02-18-2020
Evan Gregory ParryJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-26-2016
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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.