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
Alan Alfonso BanuelosJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-05-2019
Xia-Xiannee ElizaldeJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-29-2019
Vionca Layosha Murray-SaxonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC05-10-2019
Ariel BeltranJ.P. Morgan Securities LLCFidelity Brokerage Services LLC02-04-2019
Frances Cassini BrickerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-05-2018
Robert Sojourner LagrantJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$50009-19-2018
Jordan D. GillenJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-13-2018
Laura Marie SneadJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-17-2018
Sunilda Pilar VasquezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-19-2018
Brandon Michael WhiteJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-05-2018
Ken Thanh Hung NgoJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-06-2018
Sheila Westcott OmwirhirenJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-05-2018
Neelay LakhiaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-08-2017
Pablo De La LlamaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-25-2017
Jason Roland FosterJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-31-2017
Michael Anthony TallonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-11-2017
Timothy Andrew AlversonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC05-19-2017
Robert Terence WrightJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-28-2017
Jon Paul MendezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-21-2017
Riley Wade EdwardsJ.P. Morgan Securities LLCFidelity Brokerage Services LLC01-17-2017
Devin Douglas BeboutJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-22-2016
Jennifer Y. LeeJ.P. Morgan Securities LLCFidelity Brokerage Services LLC11-15-2016
Andre Justin HortonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC11-03-2016
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Wesley Brandon WoodsJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-06-2016
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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.