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
Michel MelendezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC09-10-2019
Joseph Donald PensabeneJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-08-2019
Jason CardonaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC02-11-2019
Yandong Dong XuJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-19-2018
Leanda FanfaneJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-11-2017
Michael Paul RagerJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC05-16-2017
James Carnot BoucardJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC02-23-2017
Ting Ting XiaoJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC11-30-2016
Andrew Charles VelletriJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC10-05-2016
Thomas J Boylan Jr.J.P. Morgan Securities LLCJ.P. Morgan Securities LLC09-14-2016
Judith Doxy MorganJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-13-2016
Ricardo Antonio Urena Jr.J.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-29-2016
Khalil A. SaquiJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-09-2016
Abubakar AbdulaiJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-07-2016
Christopher Robert InzerillaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-28-2015
Luigi Gino SerroneJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-04-2015
Josefa Cordova-SalasJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-04-2015
Zack YevdeyevJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-04-2015
Emmanuel Baako-BoafoJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-01-2015
Robert Andrew Walter HolthausJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-01-2015
Lloyd WrayJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC09-28-2015
Danilo Ariza-TorresJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-11-2015
Audai Taiesir FanekJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-20-2015
Misty Marsha HerbertJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-10-2015
Morgan DoradoJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC02-19-2015
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Showing 1 to 25 of 43 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.