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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron DashJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Abdul Saboor FeroghJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2018
Abraham Harold GlassJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2018
Adam J. GrossmanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2018
Adrian HuertaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-18-2019
Alan AuJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2017
Alexander Vladimir KondurJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2016
Andrew James HarlanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2015
Andrew R D'AmatoJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$105-24-2013
Anthony F FellaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2016
Anthony Joseph Destio Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-06-2017
Babatunde Micheal AiyegbusiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-15-2019
Bradley I. TarlowJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2017
Brandon J. HodgesJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-12-2017
Brandon Yin-Ting LeungJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2017
Brian Armando AraratJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2020
Bryan Jesse GranjaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-10-2016
Christian Keichi NoscheseJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2018
Christian San Luis VistaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-07-2018
Clement Clive SproutJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2019
Dahianna I. MaderaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2018
Daniel Anthony Hanwacker Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-19-2012
Daniel Dasilva PereiraJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2015
Daniel De Los RiosJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2013
Daniel ManciniJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2019
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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.