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
Shelley Anne ReevesJ.P. Morgan Securities LLCHSBC Securities (Usa) Inc.02-05-2020
Philip DamJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.12-20-2019
Luis Manuel JimenezJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.09-17-2019
Gregory Alexander LongardinoJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.03-02-2019
Leroy Rivers Jr.J.P. Morgan Securities LLCHSBC Securities (USA) Inc.02-27-2019
Jennifer TuJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.12-12-2018
Pierre-Mondy Fritz Junior BechetteJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.09-15-2018
George Michael VisintinJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.09-04-2018
Curtis Pak Yan YipJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.07-06-2018
Andro Edward AkhnoukhJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.06-14-2018
Alla NepoJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.05-14-2018
Shaheen Ahsan KhanJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.04-16-2018
Felix Herrera Jr.J.P. Morgan Securities LLCHSBC Securities (USA) Inc.03-09-2018
Ying TangJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.$25001-10-2018
Stefano Nicholas CatalanoJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.$10009-29-2017
James Atos MilaniJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.08-17-2017
Rubiyath DohaJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.03-10-2017
Brian Richard RudinJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.11-28-2016
Kai Hui Kyle CaiJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.11-22-2016
Roger G BrigatiJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.10-19-2016
Michael S KimJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.10-19-2016
Jeames Junior CastilloJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.10-17-2016
Eneyda Zayas-ZuritaJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.08-10-2016
Catherine CalandraJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.$15008-03-2016
Olusegun AyeniJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.07-12-2016
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Showing 1 to 25 of 61 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.