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
Allen Edward DableJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-06-2018
Andrew Michael ShawJ.P. Morgan Securities LLCThrivent Investment Management Inc.03-12-2018
Angela KatampeJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-16-2018
Brent Michael KaufmanJ.P. Morgan Securities LLCThrivent Investment Management Inc.10-23-2015
Cameron Lee RichardsonJ.P. Morgan Securities LLCThrivent Investment Management Inc.07-09-2019
Daniel Anthony DavisJ.P. Morgan Securities LLCThrivent Investment Management Inc.01-24-2018
Daniel James FreemanJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-06-2015
Darryl Edward WalkerJ.P. Morgan Securities LLCThrivent Investment Management Inc.01-04-2016
Don Edward LaveryJ.P. Morgan Securities LLCThrivent Investment Management Inc.11-30-2012
Donald Gregory Sketchley Sr.J.P. Morgan Securities LLCThrivent Investment Management Inc.$1005-18-2016
James Yan-Sin LeeJ.P. Morgan Securities LLCThrivent Investment Management Inc.03-24-2014
Jenny Rebecca StokesJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-11-2016
Joseph Dixon MillardJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-07-2014
Linda Diane KaliesJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-28-2014
Nathan Ross WarrickJ.P. Morgan Securities LLCThrivent Investment Management Inc.01-29-2013
Nathaniel Reinhold JohnsonJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-08-2017
Nicholas Tyler ScottrussellJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-27-2016
Paula R. SimonJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-16-2016
Robert J. BadgerJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-21-2018
Sarah Nicole SaitoJ.P. Morgan Securities LLCThrivent Investment Management Inc.08-30-2016
Shelly M. WohlerJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-10-2018
Staci Ann LeinJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-23-2017
Stanley Leon BowmanJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-07-2019
Stephen James MikelJ.P. Morgan Securities LLCThrivent Investment Management Inc.04-07-2014
Thomas Jerald HudgeJ.P. Morgan Securities LLCThrivent Investment Management Inc.11-03-2017
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Showing 1 to 25 of 26 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.