Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David F. Tiesma Jr.Fifth Third Securities, Inc.J.P. Morgan Securities LLC07-25-2019
William Bennett FinocchioFifth Third Securities, Inc.J.P. Morgan Securities LLC$25006-05-2019
Patrick Edward NewmanFifth Third Securities, Inc.J.P. Morgan Securities LLC03-27-2019
Christopher Matthew JordanFifth Third Securities, Inc.J.P. Morgan Securities LLC03-13-2019
Sonia Claire HartlFifth Third Securities, Inc.J.P. Morgan Securities LLC02-12-2019
Corey James CordrayFifth Third Securities, Inc.J.P. Morgan Securities LLC02-11-2019
Paula L. SheffieldFifth Third Securities, Inc.J.P. Morgan Securities LLC01-18-2019
Sarah Elizabeth CooperFifth Third Securities, Inc.J.P. Morgan Securities LLC08-29-2018
Lindsey N. RodgersFifth Third Securities, Inc.J.P. Morgan Securities LLC08-22-2018
Emily A. VinicFifth Third Securities, Inc.J.P. Morgan Securities LLC08-06-2018
Christine Miranda SchaubFifth Third Securities, Inc.J.P. Morgan Securities LLC$15006-19-2018
Jay B HowardFifth Third Securities, Inc.J.P. Morgan Securities LLC$25009-25-2017
Sabrina L. GlassFifth Third Securities, Inc.J.P. Morgan Securities LLC01-20-2017
Timothy Victor BassoFifth Third Securities, Inc.J.P. Morgan Securities LLC$25010-18-2016
Reuben Robert RashtyFifth Third Securities, Inc.J.P. Morgan Securities LLC09-29-2016
Edward Tyler EnglerFifth Third Securities, Inc.J.P. Morgan Securities LLC$15008-03-2016
Adam Martin HeckmanFifth Third Securities, Inc.J.P. Morgan Securities LLC08-03-2016
Beth Ellen MontgomeryFifth Third Securities, Inc.J.P. Morgan Securities LLC08-03-2016
Matthew Dominic ScheuerFifth Third Securities, Inc.J.P. Morgan Securities LLC07-22-2016
Vincent Curtis ArmandFifth Third Securities, Inc.J.P. Morgan Securities LLC06-28-2016
Rodney John DeckerFifth Third Securities, Inc.J.P. Morgan Securities LLC$50006-21-2016
Thomas M. DillonFifth Third Securities, Inc.J.P. Morgan Securities LLC05-06-2016
Gualberto MonarrezFifth Third Securities, Inc.J.P. Morgan Securities LLC04-14-2016
Mark Allen MathleyFifth Third Securities, Inc.J.P. Morgan Securities LLC04-06-2016
Stacy J. BromannFifth Third Securities, Inc.J.P. Morgan Securities LLC02-23-2016
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Showing 1 to 25 of 76 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.

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