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.

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
Joseph SanteramoJ.P. Morgan Securities LLCSantander Securities LLC10-14-2019
Richard Alexis HernandezJ.P. Morgan Securities LLCSantander Securities LLC05-20-2019
Feldon Jamal Richards Jr.J.P. Morgan Securities LLCSantander Securities LLC02-11-2019
Sadik GokcilJ.P. Morgan Securities LLCSantander Securities LLC$10001-09-2019
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
Nezar Khalil HajabedJ.P. Morgan Securities LLCSantander Securities LLC08-31-2018
Louis Joseph CuomoJ.P. Morgan Securities LLCSantander Securities LLC$25005-15-2018
Jonathan DicentJ.P. Morgan Securities LLCSantander Securities LLC04-03-2018
Christopher J NastriJ.P. Morgan Securities LLCSantander Securities LLC08-30-2017
Essence ValdezJ.P. Morgan Securities LLCSantander Securities LLC04-15-2016
Robert Louis SampogneJ.P. Morgan Securities LLCSantander Securities LLC02-09-2016
Joseph James BalsamoJ.P. Morgan Securities LLCSantander Securities LLC10-21-2015
Omone Christopher UmassorJ.P. Morgan Securities LLCSantander Securities LLC08-28-2015
Joel SalcedoJ.P. Morgan Securities LLCSantander Securities LLC05-18-2015
Robert Thomas SkuncikJ.P. Morgan Securities LLCSantander Securities LLC02-06-2015
Francis Asugya AbangaJ.P. Morgan Securities LLCSantander Securities LLC11-03-2014
Laura Lynn CeparanoJ.P. Morgan Securities LLCSantander Securities LLC08-04-2014
Eddy E Santos Jr.J.P. Morgan Securities LLCSantander Securities LLC07-15-2014
Saira Khan-TorresJ.P. Morgan Securities LLCSantander Securities LLC06-26-2014
Md Imam SalamJ.P. Morgan Securities LLCSantander Securities LLC02-27-2014

Showing 1 to 22 of 22 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.

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