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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Denise Michele LongJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC09-12-2016
Annick IwanowskiJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC04-26-2016
Scott SoulesJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC03-28-2016
Brent Andrew SimsJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$1003-01-2016
Robert John Scarpa Jr.J.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10001-29-2016
Bradley Norbert MyslinskiJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC01-29-2016
Danielle G. LyonsJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$5001-06-2016
David Earl DelaneyJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$15012-14-2015
Alan Lee DavisJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10012-14-2015
Keith Richard EvangelistJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$2512-11-2015
Lauren Marie PalladinoJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC12-11-2015
Henry Bertram Moog IIIJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10012-08-2015
Andrew Eugene FirstmanJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
David Simeon GreeneJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$15011-20-2015
Mark Gregory HorncastleJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
Christian Nicholas CramJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
Susan Allison SprinkleJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$15011-20-2015
Shayla Justine WorleyJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
Christian Nathaniel HabitzJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-17-2015
William H. Eggers Jr.J.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$5010-26-2015
Robert Allen DouglassJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-21-2014
Elizabeth Kytle ChandlerJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-21-2014
David John StarkerJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC05-16-2014
Matthew Jay KutcherJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10003-25-2014
Bryan Marc DefrancesJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10003-25-2014
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

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.