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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

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph A. ArgentoHSBC Securities (USA) Inc.Santander Securities LLC03-06-2020
Michael Anthony VoliniAmerican Portfolios Financial Services, Inc.Santander Securities LLC03-03-2020
Peter Cosmo CanaleJ.P. Morgan Securities LLCSantander Securities LLC01-17-2020
Bryan Tyler FingerJ.P. Morgan Securities LLCSantander Securities LLC01-17-2020
Alix J CharlemagneLPL Financial LLCSantander Securities LLC12-04-2019
Julian NaikenJ.P. Morgan Securities LLCSantander Securities LLC10-15-2019
Joseph SanteramoJ.P. Morgan Securities LLCSantander Securities LLC10-14-2019
Mante OseiWells Fargo Clearing Services, LLCSantander Securities LLC08-28-2019
Albana NakoJ.P. Morgan Securities LLCSantander Securities LLC06-20-2019
Richard Alexis HernandezJ.P. Morgan Securities LLCSantander Securities LLC05-20-2019
Bryan Eric AbdelnoorCitigroup Global Markets Inc.Santander Securities LLC05-14-2019
David ElliottMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-06-2019
Joseph Anthony PietrykowskiPruco Securities, LLC.Santander Securities LLC05-02-2019
Matoumona KinzonziCitigroup Global Markets Inc.Santander Securities LLC04-30-2019
Natalia Maria RodriguezTD Private Client Wealth LLCSantander Securities LLC04-18-2019
Louis MonderineCitigroup Global Markets Inc.Santander Securities LLC04-04-2019
Feldon Jamal Richards JrJ.P. Morgan Securities LLCSantander Securities LLC02-11-2019
Sadik GokcilJ.P. Morgan Securities LLCSantander Securities LLC01-09-2019
Josephine BlaffordLPL Financial LLCSantander Securities LLC01-03-2019
Gerard Paul Delannoy Jr.J.P. Morgan Securities LLCSantander Securities LLC12-05-2018
Lea J. KowalczykJ.P. Morgan Securities LLCSantander Securities LLC10-05-2018
Raquel TorresJ.P. Morgan Securities LLCSantander Securities LLC09-24-2018
Antonina GuryevaJ.P. Morgan Securities LLCSantander Securities LLC09-17-2018
Nezar Khalil HajabedJ.P. Morgan Securities LLCSantander Securities LLC08-31-2018
Joseph Peter CoffeyWells Fargo Clearing Services, LLCSantander Securities LLC08-31-2018
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Showing 1 to 25 of 91 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.