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
John-Michael Edmond LenahanJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$50003-15-2013
Hector SantosJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$15006-10-2013
Michael Douglas Albrecht Sr.J.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$10009-25-2013
Michael Ladaryall BuchananJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.10-10-2013
Nicole Renee CurfmanJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.06-05-2014
Charles Andre ReynoldsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.07-09-2014
David Thomas Shirey IIIJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.09-04-2014
Ditzler Joseph WalkerJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$10004-16-2015
Clifford David Griffin IIJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.06-10-2015
Todd A. KleinertJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.05-31-2016
Lucia Alicia CruzJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$19109-06-2016
Randy MegiaJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.10-04-2016
Fred Damon ReynoldsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.11-14-2016
Denise Annette MolineJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.01-03-2017
Ryan W. TitusJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$50003-02-2017
Susan Thornburg GrantJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$10005-02-2017
Michael John FerenceJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.06-16-2017
Kendall Aileen NewtonJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.06-23-2017
Steven SilvermanJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.07-19-2017
Laurent Lorenzo WilliamsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.08-23-2017
Terra Ann JahnsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.08-25-2017
Jasmene M. HoseaJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.09-29-2017
Kevin Lawrence GunnJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.12-08-2017
Vincent Michael BonaviaJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.01-11-2018
Peter AbbateJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.03-13-2018
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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.