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
Alan L SoirefmanJ.P. Morgan Securities LLCCitizens Securities, Inc.09-30-2016
Anthony William LombardiJ.P. Morgan Securities LLCCitizens Securities, Inc.06-19-2019
Ashley Marie FrazierJ.P. Morgan Securities LLCCitizens Securities, Inc.11-01-2019
Bradley D. HabbestadJ.P. Morgan Securities LLCCitizens Securities, Inc.07-03-2018
Brandon HeavenJ.P. Morgan Securities LLCCitizens Securities, Inc.11-15-2019
Christian Gerardo Lopez-AlavezJ.P. Morgan Securities LLCCitizens Securities, Inc.01-24-2019
Christina Rose FernandezJ.P. Morgan Securities LLCCitizens Securities, Inc.08-30-2019
Coleen Cleo ParadissisJ.P. Morgan Securities LLCCitizens Securities, Inc.05-21-2015
Danny Chris FinchamJ.P. Morgan Securities LLCCitizens Securities, Inc.07-24-2019
Edward John Pavel Jr.J.P. Morgan Securities LLCCitizens Securities, Inc.07-16-2018
Elizabeth Ann BarberJ.P. Morgan Securities LLCCitizens Securities, Inc.$50003-02-2016
Fady M. IskanderJ.P. Morgan Securities LLCCitizens Securities, Inc.12-06-2019
Jamie Teresa PerseJ.P. Morgan Securities LLCCitizens Securities, Inc.06-15-2019
Jefferson Gerard LaseckiJ.P. Morgan Securities LLCCitizens Securities, Inc.$10004-17-2013
Jeffrey Thomas WilliamsJ.P. Morgan Securities LLCCitizens Securities, Inc.$10012-16-2013
Jesse J. FlintonJ.P. Morgan Securities LLCCitizens Securities, Inc.09-26-2019
Joel Miles KopkeJ.P. Morgan Securities LLCCitizens Securities, Inc.03-03-2017
Jumana Mohammed SalihJ.P. Morgan Securities LLCCitizens Securities, Inc.07-08-2019
Kailash M. BhavnaniJ.P. Morgan Securities LLCCitizens Securities, Inc.08-15-2016
Kayla Rochelle HennisJ.P. Morgan Securities LLCCitizens Securities, Inc.05-09-2017
Lindsey Jean WhitmoreJ.P. Morgan Securities LLCCitizens Securities, Inc.12-02-2016
Mark Alan LandskronerJ.P. Morgan Securities LLCCitizens Securities, Inc.02-07-2019
Meghavi Damani RoseanJ.P. Morgan Securities LLCCitizens Securities, Inc.06-28-2018
Michael Francis LipaniJ.P. Morgan Securities LLCCitizens Securities, Inc.$15010-01-2012
Michael S. MorisseauJ.P. Morgan Securities LLCCitizens Securities, Inc.11-04-2019
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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.