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
Jonathan ChantraJ.P. Morgan Securities LLCMML Investors Services, LLC02-21-2020
Lisa Christine DavidsonJ.P. Morgan Securities LLCMML Investors Services, LLC12-02-2019
Veronica CyrusJ.P. Morgan Securities LLCMML Investors Services, LLC12-02-2019
Joseph Matthew LovecchioJ.P. Morgan Securities LLCMML Investors Services, LLC11-27-2019
Harrison Parker JonesJ.P. Morgan Securities LLCMML Investors Services, LLC11-06-2019
Deborah Ann WhiteJ.P. Morgan Securities LLCMML Investors Services, LLC10-24-2019
Steven James HarrisJ.P. Morgan Securities LLCMML Investors Services, LLC07-31-2019
Lebron C. MorganJ.P. Morgan Securities LLCMML Investors Services, LLC$1005-13-2019
Lucas Baxter MeadorsJ.P. Morgan Securities LLCMML Investors Services, LLC05-07-2019
Angelo Oreste D'OrazioJ.P. Morgan Securities LLCMML Investors Services, LLC04-15-2019
Michael David HartJ.P. Morgan Securities LLCMML Investors Services, LLC03-06-2019
Philippe-Joseph EustacheJ.P. Morgan Securities LLCMML Investors Services, LLC02-20-2019
Jacob Lee MillerJ.P. Morgan Securities LLCMML Investors Services, LLC01-14-2019
Daniel ChisenaJ.P. Morgan Securities LLCMML Investors Services, LLC01-10-2019
Charles Anthony SamsJ.P. Morgan Securities LLCMML Investors Services, LLC12-12-2018
Dmitry KonnovJ.P. Morgan Securities LLCMML Investors Services, LLC12-07-2018
John Harrington MulveyJ.P. Morgan Securities LLCMML Investors Services, LLC11-28-2018
Gabriel Otarovitch DavidoffJ.P. Morgan Securities LLCMML Investors Services, LLC08-20-2018
Rob John MasanottiJ.P. Morgan Securities LLCMML Investors Services, LLC07-23-2018
Brigid Evans DolanJ.P. Morgan Securities LLCMML Investors Services, LLC03-19-2018
Robert Charles ThorsenJ.P. Morgan Securities LLCMML Investors Services, LLC02-21-2018
Stephen J AnagnostouJ.P. Morgan Securities LLCMML Investors Services, LLC01-18-2018
Joshua DonJ.P. Morgan Securities LLCMML Investors Services, LLC12-08-2017
Joan Patricia RuffiniJ.P. Morgan Securities LLCMML Investors Services, LLC10-30-2017
Matthew Gerald MorisJ.P. Morgan Securities LLCMML Investors Services, LLC04-17-2017
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Showing 1 to 25 of 39 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.