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
Sylvan Jonathan GarfunkelCitigroup Global Markets Inc.J.P. Morgan Securities LLC03-31-2020
Gustavo A. Cortes GaviriaCitigroup Global Markets Inc.J.P. Morgan Securities LLC02-18-2020
Kyle Joseph MinervaCitigroup Global Markets Inc.J.P. Morgan Securities LLC01-29-2020
Yulun WuCitigroup Global Markets Inc.J.P. Morgan Securities LLC01-27-2020
Basil HusseinCitigroup Global Markets Inc.J.P. Morgan Securities LLC12-11-2019
Daniel Richard LyonCitigroup Global Markets Inc.J.P. Morgan Securities LLC10-30-2019
Yvan Y. FungCitigroup Global Markets Inc.J.P. Morgan Securities LLC10-11-2019
Palmiris Yeraldin RivasCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-27-2019
Kathrina Luisa Sarin SaludCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-20-2019
Roberto Alexander MontielCitigroup Global Markets Inc.J.P. Morgan Securities LLC07-30-2019
Jonathan AntunesCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-25-2019
Samuel Robert MoralesCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-16-2019
Neil M. FaulminoCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-13-2019
Dragos Cristian StoicescuCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-09-2019
Sardia Alimatu Buari-WypychCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-01-2019
Ulises DiazCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-29-2019
Daniel Joseph TimariCitigroup Global Markets Inc.J.P. Morgan Securities LLC$2504-25-2019
Luis M. ChevezCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-16-2019
Fatima Zilley RizviCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-03-2019
Xavier LindaoCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-01-2019
Melissa Jennifer GalarzaCitigroup Global Markets Inc.J.P. Morgan Securities LLC03-28-2019
Michelle MingCitigroup Global Markets Inc.J.P. Morgan Securities LLC03-13-2019
Arthur ArutiunianCitigroup Global Markets Inc.J.P. Morgan Securities LLC03-07-2019
Elizabeth J. AlvarezCitigroup Global Markets Inc.J.P. Morgan Securities LLC02-13-2019
Richard SirykissoonCitigroup Global Markets Inc.J.P. Morgan Securities LLC02-06-2019
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Showing 1 to 25 of 220 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.