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
Bryanna Petricia SpirovskiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-20-2020
Marcelo Alaor Pizzato DantasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2020
Hugo RodriguesJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2020
Junaid Ahmad MirzaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2020
Timothy Brian MazzantiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2020
Eugene Guzman MendozaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-25-2020
Brian Armando AraratJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2020
Gregory Vaughn IIJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2020
Christopher JohnsonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2020
Theodore Pantelis PeroulakisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-14-2020
Justin Seth GirardJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Michael Gerard BourgeoisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Robert Allan DanionJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Ruben Miguel RodriguezJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Corey Ryan BrownJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2020
Clayton Dai Leong ChingJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2020
Myles IllionJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2020
Rachel Michell BraswellJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-10-2020
Leo Daniel DominguezJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2020
Joshua David BraddyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2020
Laurent Lorenzo WilliamsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2020
Brandon WillisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2020
Abraham Jauregui GuzmanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2020
Jose Antonio Valle IIJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2501-13-2020
Jorge R. CardenasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-13-2020
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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.