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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Antun Domit IIIActinver Securities, Inc.J.P. Morgan Securities LLC12-16-2014
R Grant Craig IiAdvisory Alpha, LLCJ.P. Morgan Securities LLC07-11-2019
Robert Lester Picou IIIAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-17-2020
Louis Joseph DenardoAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-14-2020
Okwuchi Vera UhiaraAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-16-2020
Donald James Bonnet JrAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-07-2020
Min S HanAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-11-2020
Ricardo RamirezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-11-2019
Michael KhouryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-26-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Ronald A SosaAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-24-2017
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015
Christopher M ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Robert Gamal DahrougAmerican Capital Partners, LLCJ.P. Morgan Securities LLC$15008-26-2020
Debra Ann GuarinoAmerican Fidelity Securities, Inc.J.P. Morgan Securities LLC12-09-2019
David Gregory HorneAmerican Fidelity Securities, Inc.J.P. Morgan Securities LLC$2505-09-2016
Johnavia Natalie Scott-WaltonAmerican Portfolios Financial Services, Inc.J.P. Morgan Securities LLC09-26-2018
Anthony Thomas RecklingAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC09-11-2020
Ryan Hilary RileyAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC07-10-2020
Joshua Tearle JaffeAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC06-26-2020
Bradley D McElwainAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC04-01-2020
Arthur Schmidt FelixAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$5003-06-2020
Dinu Marian TiseAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC12-16-2019
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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.