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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lauri Diane MeizlerJ.P. Morgan Securities LLCMorgan Stanley07-12-2019
Jazeb QamarJ.P. Morgan Securities LLCMorgan Stanley07-12-2019
Dawn Marie CorriganJ.P. Morgan Securities LLCMorgan Stanley$111-03-2017
David M. BoikeJ.P. Morgan Securities LLCMorgan Stanley11-03-2017
Frank C A BottaJ.P. Morgan Securities LLCMorgan Stanley$18311-02-2017
Michael Robert CoyneJ.P. Morgan Securities LLCMorgan Stanley$10011-02-2017
Daniel Michael McCarronJ.P. Morgan Securities LLCMorgan Stanley$10011-02-2017
Robert F MasonJ.P. Morgan Securities LLCMorgan Stanley$15011-02-2017
Lacey Odis Patri Corbett IIIJ.P. Morgan Securities LLCMorgan Stanley11-02-2017
Charles Joseph Monturio IIIJ.P. Morgan Securities LLCMorgan Stanley$10011-02-2017
Michael Christopher D'AmelioJ.P. Morgan Securities LLCMorgan Stanley11-02-2017
Martin Francis HughesJ.P. Morgan Securities LLCMorgan Stanley$15011-02-2017
Daniel Redman WarrenJ.P. Morgan Securities LLCMorgan Stanley11-02-2017
Michael Anthony KaplanJ.P. Morgan Securities LLCMorgan Stanley11-02-2017
David Paul RumrillJ.P. Morgan Securities LLCMorgan Stanley$10004-20-2017
Bruce Goodwin Ledoux IIJ.P. Morgan Securities LLCMorgan Stanley$5006-25-2014
Anne Elizabeth LongmireJ.P. Morgan Securities LLCMorgan Stanley06-25-2014
Marc Barry OrloffJ.P. Morgan Securities LLCMorgan Stanley$1002-11-2011
Kenneth John MastrocolaJ.P. Morgan Securities LLCMorgan Stanley$15001-14-2011
Anthony Paul BardaroJ.P. Morgan Securities LLCMorgan Stanley01-14-2011
Gregory Daniel LowderJ.P. Morgan Securities LLCMorgan Stanley02-16-2010
James Lurton JacobJ.P. Morgan Securities LLCMorgan Stanley$10002-12-2010

Showing 1 to 22 of 22 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.