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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Michael EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-23-2019
Michael SellarsKey Investment Services LLCJ.P. Morgan Securities LLC10-23-2019
Benito Canales IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15010-22-2019
David Celso GonzalezSTA Wealth Management, LLCJ.P. Morgan Securities LLC10-22-2019
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Manuel OrtizU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-16-2019
Heather Erin TrittMorgan StanleyJ.P. Morgan Securities LLC10-16-2019
Dominique HicksMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10010-15-2019
Teodoro D. UytingbanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-15-2019
Jesse Thomas NehringU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-15-2019
Amber Doshay RobinsonEdward JonesJ.P. Morgan Securities LLC10-14-2019
Jason ZivichWealthSource Partners, LLCJ.P. Morgan Securities LLC10-14-2019
Chanelle Chantay WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-12-2019
Justin Love BarrosoUBS Financial Services Inc.J.P. Morgan Securities LLC$10010-11-2019
Ted Eric AlbrechtLPL Financial LLCJ.P. Morgan Securities LLC$50010-11-2019
Yvan Y. FungCitigroup Global Markets Inc.J.P. Morgan Securities LLC10-11-2019
Tahja N. MendozaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-11-2019
Eric Marvin DyeLPL Financial LLCJ.P. Morgan Securities LLC10-08-2019
Joshua MunozWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-08-2019
Neil C. SchimkaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-07-2019
Gisselle MataMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10010-04-2019
Camilo CantorHSBC Securities (USA) Inc.J.P. Morgan Securities LLC$10010-04-2019
Christopher Charles GuidoMorgan StanleyJ.P. Morgan Securities LLC$10010-04-2019
Eric Robert AbbottMorgan StanleyJ.P. Morgan Securities LLC$19710-04-2019
Yamen ElsaidMorgan StanleyJ.P. Morgan Securities LLC10-04-2019
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Showing 1 to 25 of 129 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.

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