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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Christopher LowderJ.P. Morgan Securities LLCStrategic Advisers LLC04-30-2018
Vincent Harambasic IIIJ.P. Morgan Securities LLCStrategic Advisers LLC04-13-2018
Alan David ChildsJ.P. Morgan Securities LLCStrategic Advisers LLC12-20-2017
Michael Joseph GeorgalasJ.P. Morgan Securities LLCStrategic Advisers LLC10-20-2017
Eunice Lesley SomersetJ.P. Morgan Securities LLCStrategic Advisers LLC$50009-25-2017
Hannah Elizabeth KrumreichJ.P. Morgan Securities LLCStrategic Advisers LLC08-29-2017
Michael Joseph Baker Jr.J.P. Morgan Securities LLCStrategic Advisers LLC07-25-2017
Brett Fletcher RocineJ.P. Morgan Securities LLCStrategic Advisers LLC$10007-20-2017
Andrew James WaldsonJ.P. Morgan Securities LLCStrategic Advisers LLC03-28-2017
Karl H. MirandaJ.P. Morgan Securities LLCStrategic Advisers LLC$10003-08-2017
Timothy James HoffmanJ.P. Morgan Securities LLCStrategic Advisers LLC12-15-2016
Brock Samuel GerardJ.P. Morgan Securities LLCStrategic Advisers LLC11-08-2016
Joanna Boguslawa BurzynskaJ.P. Morgan Securities LLCStrategic Advisers LLC09-06-2016
Steven Colt EasleyJ.P. Morgan Securities LLCStrategic Advisers LLC08-18-2016
Michael HasbachJ.P. Morgan Securities LLCStrategic Advisers LLC07-29-2016
Lisa QuachJ.P. Morgan Securities LLCStrategic Advisers LLC07-11-2016
Jolene Ann StantonJ.P. Morgan Securities LLCStrategic Advisers LLC$10006-24-2016
Jamie Vincent DelioJ.P. Morgan Securities LLCStrategic Advisers LLC04-19-2016
Michael T. TruckenmillerJ.P. Morgan Securities LLCStrategic Advisers LLC03-15-2016
WILLIAM B FINOCCHIOJ.P. Morgan Securities LLCStrategic Advisers LLC$25003-09-2016
Frank Steve MathisJ.P. Morgan Securities LLCStrategic Advisers LLC03-01-2016
Tawa TorryJ.P. Morgan Securities LLCStrategic Advisers LLC12-24-2015
Alexander William LenzJ.P. Morgan Securities LLCStrategic Advisers LLC$10010-01-2015
Darrell Martin MitchellJ.P. Morgan Securities LLCStrategic Advisers LLC06-11-2015
David Thomas KettlewellJ.P. Morgan Securities LLCStrategic Advisers LLC04-02-2015
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Showing 1 to 25 of 36 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.