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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Ochora OpiraAllstate Financial Services, LLCEdward Jones07-11-2014
Deborah Ann ChristopherAmeriprise Financial Services, LLCEdward Jones02-21-2019
Debra Ann FeaserAmeriprise Financial Services, LLCEdward Jones$2511-02-2018
Michael V. EisenbraunAmeriprise Financial Services, LLCEdward Jones11-02-2018
Ann Lucy HerreroAmeriprise Financial Services, LLCEdward Jones$10003-27-2015
Charles Robert SpeerAmeriprise Financial Services, LLCEdward Jones$2508-25-2011
Michael BattagliaAXA Advisors, LLCEdward Jones08-20-2019
Brian Alexander BattistaAXA Advisors, LLCEdward Jones03-17-2017
Cordula Ursula DandarawAXA Advisors, LLCEdward Jones12-09-2010
Peter D. SukeenaAXA Advisors, LLCEdward Jones01-26-2010
Gregory C. BurnsCantella & Co., Inc.Edward Jones11-04-2016
Alexander L. SkabryCapital Guardian, LLCEdward Jones03-22-2010
Jordan F. KelleyCapital One Financial Advisors LLCEdward Jones10-20-2014
Bradley Morgan HoltsCapital One Financial Advisors LLCEdward Jones04-24-2014
Robert Lawrence Silvestri IIICapital One Investing, LLCEdward Jones03-28-2017
Robert HayesCetera Advisors LLCEdward Jones06-13-2012
Urbain Ateba BekadaChase Investment Services Corp.Edward Jones04-24-2012
Stephen Joseph ComolliChase Investment Services Corp.Edward Jones01-06-2012
Joseph Anthony Percacciolo IVChase Investment Services Corp.Edward Jones12-20-2010
Brent Warren SalamoneChase Investment Services Corp.Edward Jones$1011-22-2010
Brian William DalyChase Investment Services Corp.Edward Jones10-25-2010
Kenneth I WeinsteinChase Investment Services Corp.Edward Jones07-19-2010
Randy Scott BernsteinChase Investment Services Corp.Edward Jones$1005-24-2010
Inderjit Singh SamraChase Investment Services Corp.Edward Jones11-30-2009
Orit DaninoChase Investment Services Corp.Edward Jones05-18-2009
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Showing 1 to 25 of 134 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.