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
Xia-Xiannee ElizaldeCharles Schwab & Co., Inc.J.P. Morgan Securities LLC03-17-2020
Kelly Marie StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC03-05-2020
Michael Anthony MancivalanoPersonal Capital Advisors CorporationJ.P. Morgan Securities LLC02-25-2020
Sabra May PitkinKey Investment Services LLCJ.P. Morgan Securities LLC12-19-2019
Maria Carmen RuizGWFS Equities, Inc.J.P. Morgan Securities LLC11-27-2019
Ted Eric AlbrechtLPL Financial LLCJ.P. Morgan Securities LLC$5010-11-2019
Tomas J. MarinCentaurus Financial, Inc.J.P. Morgan Securities LLC08-28-2019
Herbert Gaylon BoydCustos Family Office LLCJ.P. Morgan Securities LLC08-15-2019
Amber Rae NilesGWFS Equities, Inc.J.P. Morgan Securities LLC$15006-17-2019
Dalton Shane WaldropMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-24-2019
Timothy Charles LawrenceMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$5005-24-2019
Aidan E. ElliottKestra Investment Services, LLCJ.P. Morgan Securities LLC05-01-2019
Hugo Ivan ManriquezBBVA Securities Inc.J.P. Morgan Securities LLC04-03-2019
Tracie M. BeckerMML Investors Services, LLCJ.P. Morgan Securities LLC03-20-2019
Ryan Alan BeckenhauerBBVA Securities Inc.J.P. Morgan Securities LLC01-28-2019
Lorena I. BenavidezBOK Financial Securities, Inc.J.P. Morgan Securities LLC01-18-2019
Michael Christopher HutchesonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15010-26-2018
Laurie E. MasonTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC09-24-2018
Jonathan Yost Moss IIEdward JonesJ.P. Morgan Securities LLC06-29-2018
Chase A. RodawigCustos Family Office LLCJ.P. Morgan Securities LLC04-19-2018
Hannah Elizabeth KrumreichSchwab Private Client Investment Advisory, Inc.J.P. Morgan Securities LLC04-02-2018
Chad DysonAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$5003-16-2018
Jacob Christian FerrariWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC02-14-2018
Thomas F. PiersonWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-21-2017
Jason Stewart DohrmanCreative PlanningJ.P. Morgan Securities LLC$1011-17-2017
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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.