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
Tina DilbeckJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-05-2020
Shellie Michelle VernonJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-18-2019
Kathleen Nicole GudeJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-17-2019
Scott Russell BaynesJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-06-2019
Frankelley NunezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-24-2019
Cesar D. NunezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-23-2019
Holly Lynn WillsJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-03-2019
Ivan FelicianoJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-02-2019
Kashmira QureshiJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-01-2019
Michel MelendezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC09-10-2019
Kwesi Jwyanza GatewoodJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-30-2019
Jennifer Kalai GarciaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-15-2019
Joseph Donald PensabeneJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-08-2019
Axis OsesJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-01-2019
Thamson TanisJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC05-23-2019
Jason CardonaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC02-11-2019
Cynthia SayabounthavongJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC01-03-2019
Nikky-Lyn Ann MarinkovichJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC11-02-2018
Latonya Lynette AndersonJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-27-2018
Yandong Dong XuJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-19-2018
Juan P. GarciaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-17-2018
Mehmedalija KaricJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-29-2018
John Kenton HamelJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-25-2018
Michael GraveranJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-13-2018
Maxx E. FosterJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-30-2018
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Showing 1 to 25 of 189 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.