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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Spatola Royal Alliance Associates, Inc.Santander Securities LLC09-03-2020
Elizabeth EchavarriaLPL Financial LLCSantander Securities LLC10-02-2020
John SpatolaRoyal Alliance Associates, Inc.Santander Securities LLC09-03-2020
Juan Martin GarciaJ.P. Morgan Securities LLCSantander Securities LLC05-05-2020
Agne MirFidelity Brokerage Services LLCSantander Securities LLC04-10-2020
Ramy IskandarJ.P. Morgan Securities LLCSantander Securities LLC12-17-2019
Ricardo A CorrealWells Fargo Clearing Services, LLCSantander Securities LLC11-06-2019
Jesse CelesteMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC10-16-2019
Ashwin NagreJ.P. Morgan Securities LLCSantander Securities LLC08-13-2019
Matoumona KinzonziCitigroup Global Markets Inc.Santander 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 Fenn 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
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
Travis Morgan CiminoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC09-12-2018
Ryan Patrick MillerMercer Allied Company, L.P.Santander Securities LLC08-24-2018
Andy MartinezJ.P. Morgan Securities LLCSantander Securities LLC06-28-2018
Jason John KanderJ.P. Morgan Securities LLCSantander Securities LLC06-20-2018
Ian MiciekJ.P. Morgan Securities LLCSantander Securities LLC06-14-2018
Latoya Davis-DenuzzoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-15-2018
Mark J MilewskiVALIC Financial Advisors, Inc.Santander Securities LLC05-14-2018
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Showing 1 to 25 of 45 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.