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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rodrigo Brandt SchadeckJ.P. Morgan Securities LLCScottrade, Inc.08-19-2010
Nicole Andreana SheehanJ.P. Morgan Securities LLCScottrade, Inc.08-15-2011
Eric Frank SuarezJ.P. Morgan Securities LLCScottrade, Inc.07-08-2013
Bao Dinh NgoJ.P. Morgan Securities LLCScottrade, Inc.05-20-2014
Eric Joseph JohnsonJ.P. Morgan Securities LLCScottrade, Inc.04-07-2015
Cindy HuangJ.P. Morgan Securities LLCScottrade, Inc.$25006-17-2016
Timothy R NewmanJ.P. Morgan Securities LLCScottrade, Inc.11-09-2016
Vy Thanh Thi NguyenJ.P. Morgan Securities LLCScottrade, Inc.01-25-2017
Travis Daniel AllbeeJ.P. Morgan Securities LLCScottrade, Inc.06-22-2017
Sean Michael SylvesterJ.P. Morgan Securities LLCScottrade, Inc.07-06-2017
William John RomigJ.P. Morgan Securities LLCScottrade, Inc.08-28-2017
Ronald Edward Frere Jr.J.P. Morgan Securities LLCScottrade, Inc.10-19-2017
Kristal Ann SizemoreJ.P. Morgan Securities LLCScottrade, Inc.10-23-2017
Keith James SheridanJ.P. Morgan Securities LLCScottrade, Inc.12-07-2017
Zeeshan HasanJ.P. Morgan Securities LLCScottrade, Inc.12-12-2017
Joshua Tyler LowryJ.P. Morgan Securities LLCScottrade, Inc.12-14-2017
Adam Jacob BermanJ.P. Morgan Securities LLCScottrade, Inc.05-04-2018
Ryan OconnorJ.P. Morgan Securities LLCScottrade, Inc.05-14-2018
John Phillip Hannigan Jr.J.P. Morgan Securities LLCScottrade, Inc.05-21-2018
Trevor Braden SteinmanJ.P. Morgan Securities LLCScottrade, Inc.06-01-2018
Christopher Alfred BeatriceJ.P. Morgan Securities LLCScottrade, Inc.06-06-2018
Daniel Robert OberkoflerJ.P. Morgan Securities LLCScottrade, Inc.06-11-2018
Paul D RomanoJ.P. Morgan Securities LLCScottrade, Inc.06-29-2018
R. GRANT CRAIG IIJ.P. Morgan Securities LLCScottrade, Inc.07-26-2018

Showing 1 to 24 of 24 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.