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
Tyler Drew BrandonAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-11-2018
Brendan Patrick ByrneAlpha Cubed Investments, LLCJ.P. Morgan Securities LLC$10004-17-2017
Steve ShwaikoAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC01-22-2018
Genevieve Grace M. BajajAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC12-22-2017
Ryan Christopher MayAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC12-20-2017
Patrick J. DugganAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC11-27-2017
Peter Anthony Balistreri Jr.Ameriprise Financial Services, LLCJ.P. Morgan Securities LLC06-14-2017
Daniel Emanuel BasingerAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC12-17-2014
George Stephen Connor Jr.Ameriprise Financial Services, LLCJ.P. Morgan Securities LLC02-14-2014
Michael Joseph FasanoAssociated Investment Services, Inc.J.P. Morgan Securities LLC04-29-2013
Alan M LoewyAvocet Capital Management LLCJ.P. Morgan Securities LLC03-23-2011
Michael David SchwartzBarclays Capital Inc.J.P. Morgan Securities LLC10-29-2010
Janet L. NordquistBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC01-30-2019
Kevin Dwyer JohnsonBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-21-2018
Jason Andrew BoleyBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC$15005-01-2018
Jason D AllenBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-09-2018
Pedro Jose DagerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC07-18-2017
Nicholas David PacentiBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-19-2017
Doraida PalominoBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC02-09-2017
Ignacio Alexander GuerreroBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC08-16-2016
Joshua J. CastilloBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC07-27-2016
Daisy Rina FernandezBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC05-27-2016
Joshua R. WebsterBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-11-2016
Todd Ryan MarmorBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC$2504-01-2015
James M. FoxBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC03-05-2015
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Showing 1 to 25 of 360 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.