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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Viral PatelJ.P. Morgan Securities LLCPruco Securities, LLC.06-04-2020
Amir AhmedJ.P. Morgan Securities LLCPruco Securities, LLC.02-19-2020
Brady VaughtJ.P. Morgan Securities LLCPruco Securities, LLC.02-12-2020
Rodger Raheime HamiltonJ.P. Morgan Securities LLCPruco Securities, LLC.01-16-2020
Jessy Carrillo Arzola JrJ.P. Morgan Securities LLCPruco Securities, LLC.01-09-2020
Andrey A SkroznikovJ.P. Morgan Securities LLCPruco Securities, LLC.12-18-2019
Fermon L OwensJ.P. Morgan Securities LLCPruco Securities, LLC.$10012-17-2019
James Douglas Wagner SrJ.P. Morgan Securities LLCPruco Securities, LLC.12-17-2019
Matthew Lucian BensonJ.P. Morgan Securities LLCPruco Securities, LLC.11-27-2019
Mauricio RedondoJ.P. Morgan Securities LLCPruco Securities, LLC.11-20-2019
Jonathan David OwensJ.P. Morgan Securities LLCPruco Securities, LLC.11-08-2019
Galo Andres ReveloJ.P. Morgan Securities LLCPruco Securities, LLC.11-05-2019
Thanh Duc NguyenJ.P. Morgan Securities LLCPruco Securities, LLC.10-17-2019
Allen Edward DableJ.P. Morgan Securities LLCPruco Securities, LLC.10-03-2019
Alec ChernenkoJ.P. Morgan Securities LLCPruco Securities, LLC.10-01-2019
Tamba Molou KamanoJ.P. Morgan Securities LLCPruco Securities, LLC.08-13-2019
Brady Alan JacobsenJ.P. Morgan Securities LLCPruco Securities, LLC.08-07-2019
Colin OMalleyJ.P. Morgan Securities LLCPruco Securities, LLC.05-22-2019
Anthony Andrew PuppoJ.P. Morgan Securities LLCPruco Securities, LLC.04-29-2019
Ufuoma Emily EriboJ.P. Morgan Securities LLCPruco Securities, LLC.02-06-2019
Kerry Irene BleuherJ.P. Morgan Securities LLCPruco Securities, LLC.02-05-2019
John Cerulli JrJ.P. Morgan Securities LLCPruco Securities, LLC.01-16-2019
Brian M WeinshenkerJ.P. Morgan Securities LLCPruco Securities, LLC.08-14-2018
Michael Taras KrawczukJ.P. Morgan Securities LLCPruco Securities, LLC.08-10-2018
Peter SamartanoJ.P. Morgan Securities LLCPruco Securities, LLC.07-02-2018
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Showing 1 to 25 of 47 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.