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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derek A SinclairWintrust Investments LLCJ.P. Morgan Securities LLC05-01-2020
Eddy Jovanny ArriazaPFS Investments Inc.J.P. Morgan Securities LLC04-29-2020
Peter SchatoffUBS Financial Services Inc.J.P. Morgan Securities LLC04-24-2020
Justin Joseph RobertsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-22-2020
Jonathan MolinaKey Investment Services LLCJ.P. Morgan Securities LLC04-20-2020
James Earl McBrayer IIBessemer Investor Services, Inc.J.P. Morgan Securities LLC04-20-2020
Jeffrey Michael O'BrienVanguard Advisers, Inc.J.P. Morgan Securities LLC04-20-2020
Blake Anthony CandrevaNevada Retirement Planners, LLCJ.P. Morgan Securities LLC04-20-2020
Brian P. HannanWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-17-2020
Jonathan Christopher McCumberCresset Asset Management, LLCJ.P. Morgan Securities LLC04-15-2020
Anastasiia NikolenkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC04-15-2020
Joshua Michael NunneleyEdward JonesJ.P. Morgan Securities LLC04-14-2020
Damon HurstFrost Brokerage Services, Inc.J.P. Morgan Securities LLC04-13-2020
Sandra M CardonaSynovus Securities, Inc.J.P. Morgan Securities LLC04-09-2020
Joshua Tyler LowryE*TRADE Securities LLCJ.P. Morgan Securities LLC04-09-2020
Jonathan Jefferies BarhamComerica SecuritiesJ.P. Morgan Securities LLC04-08-2020
Maysa BudriUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC04-08-2020
Donald James Bonnet Jr.Allstate Financial Services, LLCJ.P. Morgan Securities LLC04-07-2020
Jacob Adam WelshProEquities, Inc.J.P. Morgan Securities LLC04-06-2020
Richard Hemmings JrWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-06-2020
Shaunjoy Kumar SehanobishCitizens Securities, Inc.J.P. Morgan Securities LLC04-01-2020
Bradley D. McElwainAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC04-01-2020
Sylvan Jonathan GarfunkelCitigroup Global Markets Inc.J.P. Morgan Securities LLC03-31-2020
Angel M. Maeda MercadoUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC03-31-2020
Daniel Antony St HubertNYLIFE Securities LLCJ.P. Morgan Securities LLC03-25-2020
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Showing 1 to 25 of 5,336 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.