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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley D. McElwainAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC04-01-2020
George Thomas Thornhill IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-05-2019
Kevin Michael DavisMorgan StanleyJ.P. Morgan Securities LLC11-20-2019
Erin Denise JohnsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2019
Chanelle Chantay WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-12-2019
Andrew P ThomasU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-30-2019
Lee Elden BallingerThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-04-2019
Kathy Lynn CissellMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-08-2019
Daniel Erwin JacusRaymond James & Associates, Inc.J.P. Morgan Securities LLC01-30-2019
Brian Thomas CurtisTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC12-12-2018
Erik Timothy FlaigLPL Financial LLCJ.P. Morgan Securities LLC11-02-2018
Tosha Nichole ThompsonAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Jodi Lee SeddonAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$15008-10-2018
Jonathan M. EschanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15006-01-2018
Robert D. WaltersBB&T Securities, LLCJ.P. Morgan Securities LLC05-18-2018
Jordan Ryan BieryJ.J.B. Hilliard, W.L. Lyons, LLCJ.P. Morgan Securities LLC$104-26-2018
Chris Edward BradyMeridian Wealth Management, LLCJ.P. Morgan Securities LLC03-15-2018
Teresa Karen KelleyCetera Advisor Networks LLCJ.P. Morgan Securities LLC$5001-17-2018
John Chih HuangU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-16-2018
Matthew David MeecePNC InvestmentsJ.P. Morgan Securities LLC11-21-2017
Andrew Peckham SatorninoMorgan StanleyJ.P. Morgan Securities LLC11-17-2017
Dustin Blake LuckettJ.J.B. Hilliard, W.L. Lyons, LLCJ.P. Morgan Securities LLC07-24-2017
Susan Lynn ClarkRaymond James & Associates, Inc.J.P. Morgan Securities LLC03-10-2017
Sabrina L. GlassFifth Third Securities, Inc.J.P. Morgan Securities LLC01-20-2017
Maida HalilovicPNC InvestmentsJ.P. Morgan Securities LLC11-04-2016
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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.