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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elizabeth Y. WeddingtonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
George M AslanidisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Loc Xuan NguyenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Victor CarrilloJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Matthew R. MarinoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Pranav SinghJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Vincent M. DemarcoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Keri Lynn MunirJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
James T. Williams Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Stephen G WendlingJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas C. Fox Sr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Margaret Flentge KukawskiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Derek A SinclairJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Omar IbarraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David C. Koronkiewicz Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David J SantoroJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Silvia CorralJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adoracion MedinaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Grant M. SchaapJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Maricela LaraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dawn M. KogerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Timothy J DrechselJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Robert KoltzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Susan Ayn JeffreyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ricardo MartinezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 176 to 200 of 241 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.

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