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
Daniel J KimCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-14-2017
Lai ZhangCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-14-2017
Wenshan HeCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-11-2017
Jason Michael DilorenzoCitigroup Global Markets Inc.J.P. Morgan Securities LLC$50008-08-2017
Adam Matthew KramerCitigroup Global Markets Inc.J.P. Morgan Securities LLC08-01-2017
Terry Junzhu ZhangCitigroup Global Markets Inc.J.P. Morgan Securities LLC07-11-2017
Nico Raphael SharpCitigroup Global Markets Inc.J.P. Morgan Securities LLC$10006-30-2017
Mohammed Moustafa EidCitigroup Global Markets Inc.J.P. Morgan Securities LLC$25006-28-2017
Darren S. TaggartCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-27-2017
Anusha SriramCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-26-2017
Jay Corey ReidCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-26-2017
Shadman SakibCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-26-2017
Edvinas InkrataCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-23-2017
David Ross AlbrechtCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-22-2017
Wen Hui WangCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-12-2017
Joseph E. SinchiCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-06-2017
Nader Imad HazzanCitigroup Global Markets Inc.J.P. Morgan Securities LLC06-02-2017
Inga BekarevaCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-31-2017
Najib Hossain KhanCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-31-2017
David Elias Hoyos PalacioCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-24-2017
Brandon M MatyuchCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-23-2017
Philip R MostonCitigroup Global Markets Inc.J.P. Morgan Securities LLC05-02-2017
Diaa AskandafiCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-26-2017
David B. AmielCitigroup Global Markets Inc.J.P. Morgan Securities LLC04-25-2017
Katonia K MorganCitigroup Global Markets Inc.J.P. Morgan Securities LLC$50004-17-2017
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Showing 76 to 100 of 206 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.

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