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
Joshua R. BerryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-15-2020
Yolla Seoud KairouzJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-05-2020
Luis A. MondragonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-25-2020
Natalie Michelle SchmidJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-24-2020
Anibal A MiatelloJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-21-2020
Melanie Rachel BrooksJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-21-2020
Manpreet KaurJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-18-2020
Chuks P. Nweke Jr.J.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-13-2020
Haley Allison GambleJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-05-2020
Rafael Cesar BlancoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-03-2020
Nathan BermudezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-27-2020
Tyson Charles EckelJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-21-2020
Puja Kanak VyasJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-14-2020
Nauman LakhanyJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-13-2020
Caecilia Adriani SugijotoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-06-2020
Michael Eric HoldenJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-23-2019
Jemel WilliamsJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-20-2019
Keli Jo HauseJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-18-2019
Nikolaos BalisJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-10-2019
Sergio TiradoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-02-2019
Tram T. DaoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-22-2019
Serezha Serjey ArutyunyanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Nicolas RodriguezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Andrew Thomas HenryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Brenda MeirelesJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
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Showing 1 to 25 of 362 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.