A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

Advisers on the Move - InvestmentNews

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Agne MirFidelity Brokerage Services LLCSantander Securities LLC04-10-2020
Robert Henry Donnell IVSecurian Financial Services, Inc.Santander Securities LLC02-28-2020
Ricardo A CorrealWells Fargo Clearing Services, LLCSantander Securities LLC11-06-2019
Jesse T CelesteMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC10-16-2019
Walter Patrick Guilfoyle IIIJ.P. Morgan Securities LLCSantander Securities LLC09-30-2019
Ashwin NagreJ.P. Morgan Securities LLCSantander Securities LLC08-13-2019
Lionel J. MorataPFS Investments Inc.Santander Securities LLC07-11-2019
Kitae KimJ.P. Morgan Securities LLCSantander Securities LLC04-30-2019
Monika ChoudharyJ.P. Morgan Securities LLCSantander Securities LLC04-15-2019
Prachi PatelWells Fargo Clearing Services, LLCSantander Securities LLC04-10-2019
David F KimballWells Fargo Clearing Services, LLCSantander Securities LLC02-28-2019
Jose E DiazJ.P. Morgan Securities LLCSantander Securities LLC01-24-2019
Linda Maureen MackCetera Investment Services LLCSantander Securities LLC01-07-2019
Robert James SimonsMorgan StanleySantander Securities LLC12-12-2018
Arpita GhoshWells Fargo Clearing Services, LLCSantander Securities LLC11-30-2018
Jason Edward ChurchPNC InvestmentsSantander Securities LLC10-29-2018
Gregory Patrick BurkeCetera Investment Services LLCSantander Securities LLC10-23-2018
Stephen Ross HutterAXA Advisors, LLCSantander Securities LLC09-19-2018
Travis Morgan CiminoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC09-12-2018
Ryan Patrick MillerMercer Allied Company, L.P.Santander Securities LLC08-24-2018
Robert Scott PowellMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC08-10-2018
Robert William Sim Jr.J.P. Morgan Securities LLCSantander Securities LLC08-03-2018
Andy MartinezJ.P. Morgan Securities LLCSantander Securities LLC06-28-2018
Jason John KanderJ.P. Morgan Securities LLCSantander Securities LLC06-20-2018
Thomas Louis LaportaCetera Investment Services LLCSantander Securities LLC06-18-2018
Next Page »

Showing 1 to 25 of 81 entries

Page 1 | 2 | 3 | 4

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.