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
Carrie Lea HorvathCitizens Securities, Inc.J.P. Morgan Securities LLC$1011-02-2012
Crystal Lynn BainCitizens Securities, Inc.J.P. Morgan Securities LLC11-21-2012
Lamon Rhnard JacksonCitizens Securities, Inc.J.P. Morgan Securities LLC12-17-2012
Danielle S. WashingtonCitizens Securities, Inc.J.P. Morgan Securities LLC07-11-2013
Joseph A. GugliottaCitizens Securities, Inc.J.P. Morgan Securities LLC05-13-2014
Hanna S. AwwadCitizens Securities, Inc.J.P. Morgan Securities LLC05-30-2014
Aaron O MarshCitizens Securities, Inc.J.P. Morgan Securities LLC06-06-2014
Derya YilmazCitizens Securities, Inc.J.P. Morgan Securities LLC06-13-2014
Nathan L. SchaffterCitizens Securities, Inc.J.P. Morgan Securities LLC06-18-2014
Ha Chi LuuCitizens Securities, Inc.J.P. Morgan Securities LLC07-19-2014
Phillip LamartinaCitizens Securities, Inc.J.P. Morgan Securities LLC08-11-2014
Tahshamika Nakecia MitchellCitizens Securities, Inc.J.P. Morgan Securities LLC10-30-2014
Leshawn Maurice PowersCitizens Securities, Inc.J.P. Morgan Securities LLC11-06-2014
Kevin A SchenckCitizens Securities, Inc.J.P. Morgan Securities LLC12-12-2014
Marquetta Ann MarksCitizens Securities, Inc.J.P. Morgan Securities LLC01-23-2015
Leonard Scott PefferCitizens Securities, Inc.J.P. Morgan Securities LLC01-30-2015
Michael Craig WelchCitizens Securities, Inc.J.P. Morgan Securities LLC$5004-28-2015
Michael Wayne DixonCitizens Securities, Inc.J.P. Morgan Securities LLC05-27-2015
Matthew A. WrennCitizens Securities, Inc.J.P. Morgan Securities LLC07-02-2015
George Christian AveryCitizens Securities, Inc.J.P. Morgan Securities LLC08-03-2015
Jeffrey D. BryceCitizens Securities, Inc.J.P. Morgan Securities LLC08-17-2015
Jo Ann DesmarteauCitizens Securities, Inc.J.P. Morgan Securities LLC$2509-24-2015
Brian Timothy MackCitizens Securities, Inc.J.P. Morgan Securities LLC10-12-2015
Alexander Anatoly NashCitizens Securities, Inc.J.P. Morgan Securities LLC10-14-2015
John Kenneth Lawrence GloverCitizens Securities, Inc.J.P. Morgan Securities LLC03-16-2016
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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.