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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albana NakoJ.P. Morgan Securities LLCSantander Securities LLC06-20-2019
Antonina GuryevaJ.P. Morgan Securities LLCSantander Securities LLC09-17-2018
Bryan Tyler FingerJ.P. Morgan Securities LLCSantander Securities LLC01-17-2020
Christopher J NastriJ.P. Morgan Securities LLCSantander Securities LLC08-30-2017
Eddy E Santos Jr.J.P. Morgan Securities LLCSantander Securities LLC07-15-2014
Essence ValdezJ.P. Morgan Securities LLCSantander Securities LLC04-15-2016
Feldon Jamal Richards JrJ.P. Morgan Securities LLCSantander Securities LLC02-11-2019
Francis Asugya AbangaJ.P. Morgan Securities LLCSantander Securities LLC11-03-2014
Gerard Paul Delannoy Jr.J.P. Morgan Securities LLCSantander Securities LLC12-05-2018
Joel SalcedoJ.P. Morgan Securities LLCSantander Securities LLC05-18-2015
John De LauroJ.P. Morgan Securities LLCSantander Securities LLC10-23-2014
Jonathan DicentJ.P. Morgan Securities LLCSantander Securities LLC04-03-2018
Joseph James BalsamoJ.P. Morgan Securities LLCSantander Securities LLC10-21-2015
Joseph SanteramoJ.P. Morgan Securities LLCSantander Securities LLC10-14-2019
Julian NaikenJ.P. Morgan Securities LLCSantander Securities LLC10-15-2019
Laura Lynn CeparanoJ.P. Morgan Securities LLCSantander Securities LLC08-04-2014
Lea J. KowalczykJ.P. Morgan Securities LLCSantander Securities LLC10-05-2018
Louis Joseph CuomoJ.P. Morgan Securities LLCSantander Securities LLC$2505-15-2018
Md Imam SalamJ.P. Morgan Securities LLCSantander Securities LLC02-27-2014
Mevlud DodicJ.P. Morgan Securities LLCSantander Securities LLC08-09-2018
Nezar Khalil HajabedJ.P. Morgan Securities LLCSantander Securities LLC08-31-2018
Oleksii BulinskyiJ.P. Morgan Securities LLCSantander Securities LLC06-27-2017
Omone Christopher UmassorJ.P. Morgan Securities LLCSantander Securities LLC08-28-2015
Peter Cosmo CanaleJ.P. Morgan Securities LLCSantander Securities LLC01-17-2020
Raquel TorresJ.P. Morgan Securities LLCSantander Securities LLC09-24-2018
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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.