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
Douglas Scott JadisJ.P. Morgan Securities LLCGoldman Sachs & Co.03-18-2020
Brandon Michael AgnebergJ.P. Morgan Securities LLCGoldman Sachs & Co.11-01-2019
Terance A.O. TakyiJ.P. Morgan Securities LLCGoldman Sachs & Co.10-17-2019
Samuel W. NeedhamJ.P. Morgan Securities LLCGoldman Sachs & Co.08-08-2019
George DutileJ.P. Morgan Securities LLCGoldman Sachs & Co.07-30-2019
Jacob Michael BurnsJ.P. Morgan Securities LLCGoldman Sachs & Co.$15007-17-2019
Sean George HigginsJ.P. Morgan Securities LLCGoldman Sachs & Co.06-19-2019
Peter KealyJ.P. Morgan Securities LLCGoldman Sachs & Co.06-04-2019
Joshua Reed RosenthalJ.P. Morgan Securities LLCGoldman Sachs & Co.05-28-2019
Peter Clifton LaidlawJ.P. Morgan Securities LLCGoldman Sachs & Co.04-05-2019
Zachary Clyde CulverJ.P. Morgan Securities LLCGoldman Sachs & Co.02-08-2019
Adrian C. JonesJ.P. Morgan Securities LLCGoldman Sachs & Co.11-30-2018
Ryan Hunter McMahonJ.P. Morgan Securities LLCGoldman Sachs & Co.11-14-2018
Nicholas Alexander HalabyJ.P. Morgan Securities LLCGoldman Sachs & Co.09-26-2018
William Barclay HolmesJ.P. Morgan Securities LLCGoldman Sachs & Co.09-26-2018
Ryan SingerJ.P. Morgan Securities LLCGoldman Sachs & Co.08-20-2018
Dustin Cody RipleyJ.P. Morgan Securities LLCGoldman Sachs & Co.04-20-2018
Brian BaileyJ.P. Morgan Securities LLCGoldman Sachs & Co.02-28-2018
Corey Gerard MazzaJ.P. Morgan Securities LLCGoldman Sachs & Co.11-20-2017
Devin Michael FitzgeraldJ.P. Morgan Securities LLCGoldman Sachs & Co.10-16-2017
Christopher John CelustaJ.P. Morgan Securities LLCGoldman Sachs & Co.07-31-2017
Alanna LoukasJ.P. Morgan Securities LLCGoldman Sachs & Co.04-04-2017
Douglas SzukicsJ.P. Morgan Securities LLCGoldman Sachs & Co.11-01-2016
Andrew LeleckJ.P. Morgan Securities LLCGoldman Sachs & Co.06-19-2013
Verdi J. Disesa IIJ.P. Morgan Securities LLCGoldman Sachs & Co.04-01-2013
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Showing 1 to 25 of 32 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.