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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Lide TaiJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Paul Michael CabreraJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Laura Rose RudolphJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Barry Alan KrumwiedeJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Nancy ContinoJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Eugene Gennaro MoscaJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Brian SpilkevitzJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
David George BarrJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Craig Mitchell TreitlerJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Mazen Andrew BisharaJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Nicholas Francis GambellaJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Christopher Gerard StimmingJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Jerrad Dewey FormanJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Catherine Veronica EvansJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Dale Leary SelfJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Jeffrey Mclennan IngrahamJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
W Lee Bull Jr.J.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Amrou AtasiJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Brian HafleyJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Jason Edward AppeJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Vito Anthony LaeraJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Jesusita Lillianna RodriguezJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Michael Roman MadayJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Brent Ryan BodnerJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Timothy Scott Davis ClineJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
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Showing 201 to 225 of 3,631 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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