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
Abdul Saboor FeroghJ.P. Morgan Securities LLCNYLIFE Securities LLC07-30-2013
Albert ChcouryJ.P. Morgan Securities LLCNYLIFE Securities LLC05-06-2015
Albert VenturaJ.P. Morgan Securities LLCNYLIFE Securities LLC07-17-2018
Anthony Edward KellyJ.P. Morgan Securities LLCNYLIFE Securities LLC04-01-2015
Antonio MasciJ.P. Morgan Securities LLCNYLIFE Securities LLC03-09-2015
Bart Francis DichiaroJ.P. Morgan Securities LLCNYLIFE Securities LLC12-14-2015
Brian Manuel RiveraJ.P. Morgan Securities LLCNYLIFE Securities LLC08-21-2015
Christopher Jesus RiofrioJ.P. Morgan Securities LLCNYLIFE Securities LLC09-21-2016
Dong ZhengJ.P. Morgan Securities LLCNYLIFE Securities LLC03-26-2015
Erica Anne NagyJ.P. Morgan Securities LLCNYLIFE Securities LLC08-29-2014
Harris ChanJ.P. Morgan Securities LLCNYLIFE Securities LLC09-02-2015
James Ryan RoselleJ.P. Morgan Securities LLCNYLIFE Securities LLC11-17-2017
Jason John VoelklJ.P. Morgan Securities LLCNYLIFE Securities LLC01-14-2016
Jeffrey Alan PatrickJ.P. Morgan Securities LLCNYLIFE Securities LLC02-28-2014
Joseph Richard LamuraJ.P. Morgan Securities LLCNYLIFE Securities LLC07-25-2015
Kenneth Gabriel ZoneJ.P. Morgan Securities LLCNYLIFE Securities LLC11-22-2016
Marcia MacneillJ.P. Morgan Securities LLCNYLIFE Securities LLC09-21-2019
Melek KartalJ.P. Morgan Securities LLCNYLIFE Securities LLC04-09-2014
Michael Paul SchneiderJ.P. Morgan Securities LLCNYLIFE Securities LLC02-07-2014
Qurat AnneJ.P. Morgan Securities LLCNYLIFE Securities LLC02-27-2017
Raquel TorresJ.P. Morgan Securities LLCNYLIFE Securities LLC01-09-2020
Richard Joseph Nappi Jr.J.P. Morgan Securities LLCNYLIFE Securities LLC11-12-2015
Richard Louis BudelmanJ.P. Morgan Securities LLCNYLIFE Securities LLC12-18-2014
Sean Patrick McdermottJ.P. Morgan Securities LLCNYLIFE Securities LLC04-24-2017
Selig Nathan KratensteinJ.P. Morgan Securities LLCNYLIFE Securities LLC07-13-2017
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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.