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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Peter SchlegelWaddell & ReedJ.P. Morgan Securities LLC$50001-11-2013
Brian Christopher CoxonWaddell & ReedJ.P. Morgan Securities LLC04-12-2013
Michael Edward PoskoWaddell & ReedJ.P. Morgan Securities LLC$25006-12-2013
Nicholas P. BakkerWaddell & ReedJ.P. Morgan Securities LLC07-19-2013
Paul Douglas StanleyWaddell & ReedJ.P. Morgan Securities LLC$10010-15-2013
Michael David WatsonWaddell & ReedJ.P. Morgan Securities LLC02-28-2014
Blake Adam BullardWaddell & ReedJ.P. Morgan Securities LLC03-03-2014
Dallas Lee WheelerWaddell & ReedJ.P. Morgan Securities LLC04-01-2014
Joseph Leon Bess IIWaddell & ReedJ.P. Morgan Securities LLC04-04-2014
Robert Matthew MeredithWaddell & ReedJ.P. Morgan Securities LLC08-08-2014
Amy Elizabeth JohnsonWaddell & ReedJ.P. Morgan Securities LLC09-11-2014
Craig Steven VentoWaddell & ReedJ.P. Morgan Securities LLC$25002-06-2015
Steven Mitchell KouryWaddell & ReedJ.P. Morgan Securities LLC03-26-2015
Daniel MirelesWaddell & ReedJ.P. Morgan Securities LLC05-04-2015
John Gordy IVWaddell & ReedJ.P. Morgan Securities LLC$50006-08-2015
Holly Anne HunsingerWaddell & ReedJ.P. Morgan Securities LLC07-06-2015
Stephen Jung LeeWaddell & ReedJ.P. Morgan Securities LLC09-21-2015
Eric L. RussellWaddell & ReedJ.P. Morgan Securities LLC10-01-2015
Grayson Joel HofferberWaddell & ReedJ.P. Morgan Securities LLC12-08-2015
Mark Anthony SalasWaddell & ReedJ.P. Morgan Securities LLC03-24-2016
Alicia M ItzainaWaddell & ReedJ.P. Morgan Securities LLC06-09-2017
Shalana Denise PooleWaddell & ReedJ.P. Morgan Securities LLC$10011-03-2017
Christopher Brian MankoffWaddell & ReedJ.P. Morgan Securities LLC05-24-2019
Dale Augustin HuangWaddell & ReedJ.P. Morgan Securities LLC11-19-2019

Showing 1 to 24 of 24 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.


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