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
Aaron J. GoldmanJ.P. Morgan Securities LLCTD Ameritrade, Inc.12-14-2017
Adam Mahmoud ElghandourJ.P. Morgan Securities LLCTD Ameritrade, Inc.04-18-2017
Adam RuhlandJ.P. Morgan Securities LLCTD Ameritrade, Inc.11-01-2018
Alexander Nathan WebbJ.P. Morgan Securities LLCTD Ameritrade, Inc.08-11-2017
Amanda Catherine PrescottJ.P. Morgan Securities LLCTD Ameritrade, Inc.02-05-2019
Benjamin Joshua DethlefsJ.P. Morgan Securities LLCTD Ameritrade, Inc.11-20-2018
Boriss BikosviliJ.P. Morgan Securities LLCTD Ameritrade, Inc.09-18-2018
Casey D. RainsJ.P. Morgan Securities LLCTD Ameritrade, Inc.$25007-24-2014
Darin R. WombleJ.P. Morgan Securities LLCTD Ameritrade, Inc.10-07-2019
David Benjamin SiegelJ.P. Morgan Securities LLCTD Ameritrade, Inc.12-05-2018
Dex E. NormanJ.P. Morgan Securities LLCTD Ameritrade, Inc.06-21-2019
Erik Kenneth LiodiceJ.P. Morgan Securities LLCTD Ameritrade, Inc.$50004-12-2013
Franklin CoronadoJ.P. Morgan Securities LLCTD Ameritrade, Inc.10-03-2019
Fred Llego LeanoJ.P. Morgan Securities LLCTD Ameritrade, Inc.09-11-2018
George Paul ConkleJ.P. Morgan Securities LLCTD Ameritrade, Inc.$60008-08-2014
Gregg Richard EvangelistJ.P. Morgan Securities LLCTD Ameritrade, Inc.10-10-2018
Heather Ann ChristensenJ.P. Morgan Securities LLCTD Ameritrade, Inc.03-28-2018
Inna YangJ.P. Morgan Securities LLCTD Ameritrade, Inc.04-01-2019
Iverri E JohnsonJ.P. Morgan Securities LLCTD Ameritrade, Inc.04-25-2014
James Arthur RumphJ.P. Morgan Securities LLCTD Ameritrade, Inc.06-13-2018
Jason Tyler StramaraJ.P. Morgan Securities LLCTD Ameritrade, Inc.$50005-31-2018
Jeffrey Stewart AxfordJ.P. Morgan Securities LLCTD Ameritrade, Inc.10-25-2019
Joana Jean CavanaghJ.P. Morgan Securities LLCTD Ameritrade, Inc.02-24-2017
Jonathan M. CopleyJ.P. Morgan Securities LLCTD Ameritrade, Inc.04-29-2019
Joshua Emile SilvermanJ.P. Morgan Securities LLCTD Ameritrade, Inc.$10001-17-2018
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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.