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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Guy John Fernald1st Global Capital Corp.J.P. Morgan Securities LLC06-12-2015
Antun Domit IIIActinver Securities, Inc.J.P. Morgan Securities LLC12-16-2014
Anthony Wayne MillerAdvanced Advisor Group, LLCJ.P. Morgan Securities LLC08-08-2019
Julia Michelle CummingsAdvicePeriod, LLCJ.P. Morgan Securities LLC06-16-2015
Samuel Elliot RodriguezAdvisor Resource CouncilJ.P. Morgan Securities LLC09-16-2016
R. Grant Craig IIAdvisory Alpha, LLCJ.P. Morgan Securities LLC07-11-2019
Chaz Thomas PartosanAegis Capital Corp.J.P. Morgan Securities LLC06-16-2016
Shapour Reza EjlalAegis Capital Corp.J.P. Morgan Securities LLC08-14-2014
Peter Friedrich GaertnerAffinity Wealth Management LLCJ.P. Morgan Securities LLC09-27-2013
Michael Anthony Dellisant Jr.Allegis Investment Services, LLCJ.P. Morgan Securities LLC$10009-29-2017
Donald James Bonnet Jr.Allstate 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
Hanh T. TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Michael KhouryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Ortis M. PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
Tyler Drew BrandonAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-11-2018
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$1409-26-2017
Kimra Gayle ManionAllstate Financial Services, LLCJ.P. Morgan Securities LLC07-18-2017
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-02-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Ronald A. SosaAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-24-2017
Carlos RochaAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-25-2016
Victor Hugo FuentesAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-19-2016
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Showing 1 to 25 of 5,363 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.