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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Guy John Fernald1st Global Capital Corp.J.P. Morgan Securities LLC06-12-2015
Samuel Elliot Rodriguez360 Wealth Management, LLCJ.P. Morgan Securities LLC09-16-2016
Antun Domit IIIActinver Securities, Inc.J.P. Morgan Securities LLC12-16-2014
Julia Michelle CummingsAdvicePeriod, LLCJ.P. Morgan Securities LLC06-16-2015
Chaz Thomas PartosanAegis Capital Corp.J.P. Morgan Securities LLC06-16-2016
Shapour Reza EjlalAegis Capital Corp.J.P. Morgan Securities LLC08-14-2014
Michael Anthony Dellisant Jr.Allegis Investment Services, LLCJ.P. Morgan Securities LLC09-29-2017
Hanh Thi TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Michael KhouryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Ortis Milfort PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
Tyler Drew BrandonAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-11-2018
Alfonso Rodriguez Jr.Allstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$109-26-2017
Kimra Gayle ManionAllstate Financial Services, LLCJ.P. Morgan Securities LLC07-18-2017
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC$106-02-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Ronald Alexander SosaAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-24-2017
Carlos RochaAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-25-2016
Victor Hugo FuentesAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-19-2016
Melissa Anne EdmondsAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-21-2015
Saul Ivan MachadoAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-25-2015
Guillermo Antonio LarcoAllstate Financial Services, LLCJ.P. Morgan Securities LLC08-28-2015
John Joseph CampioneAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-18-2015
Christine HughesAllstate Financial Services, LLCJ.P. Morgan Securities LLC05-20-2015
Charles Alexis FabienAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-28-2015
Next Page »

Showing 1 to 25 of 3,528 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.