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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elchin Akram BagirovJ.P. Morgan Securities LLCAXA Advisors, LLC07-09-2013
Mikheil SkhulukhiaJ.P. Morgan Securities LLCAXA Advisors, LLC12-24-2012
Brian Edward LoegeringJ.P. Morgan Securities LLCAxiom Capital Management, Inc.11-18-2013
Melissa Ann KelpschJ.P. Morgan Securities LLCB. C. Ziegler and Company04-16-2014
Alex Richard PicouJ.P. Morgan Securities LLCB. Riley FBR, Inc.$5003-27-2012
Jessica Siqueira ManzanoJ.P. Morgan Securities LLCBAC Florida Investments04-09-2013
Patrick John KellyJ.P. Morgan Securities LLCBanc of America Investment Services, Inc.05-28-2009
Katherine Jean GinsburgJ.P. Morgan Securities LLCBanc of America Securities LLC04-19-2010
James Olizarowicz Jr.J.P. Morgan Securities LLCBancWest Investment Services, Inc.$5003-05-2019
Daniel Aaron LampeJ.P. Morgan Securities LLCBancWest Investment Services, Inc.$15012-11-2018
Pietro E. NicolaiJ.P. Morgan Securities LLCBancWest Investment Services, Inc.04-18-2017
Jeremy Henry UzquedaJ.P. Morgan Securities LLCBancWest Investment Services, Inc.06-19-2015
Jeffrey Adam HermanJ.P. Morgan Securities LLCBarclays Capital Inc.12-28-2015
Kevin Connors McCooeyJ.P. Morgan Securities LLCBarclays Capital Inc.$15010-30-2015
John E KoechelerJ.P. Morgan Securities LLCBarclays Capital Inc.10-30-2015
Avideh SafaeiJ.P. Morgan Securities LLCBarclays Capital Inc.05-18-2015
Brian Patrick DriscollJ.P. Morgan Securities LLCBarclays Capital Inc.$15009-22-2011
Dean Hurst ThompsonJ.P. Morgan Securities LLCBarclays Capital Inc.06-20-2011
Sean Kennedy ReganJ.P. Morgan Securities LLCBarclays Capital Inc.06-03-2011
Robert Leo Holland Jr.J.P. Morgan Securities LLCBarclays Capital Inc.04-15-2011
Richard B. Goodwyn Jr.J.P. Morgan Securities LLCBarclays Capital Inc.04-15-2011
Jason Todd TaylorJ.P. Morgan Securities LLCBarclays Capital Inc.08-31-2010
John LaurinoJ.P. Morgan Securities LLCBarclays Capital Inc.01-26-2010
Nana Bemah AdaeJ.P. Morgan Securities LLCBarclays Capital Inc.06-15-2009
Bella KhamitsaevaJ.P. Morgan Securities LLCBB&T Investment Services, Inc.12-14-2017
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Showing 76 to 100 of 3,627 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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