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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mitchell Cameron EdwardsJ.P. Morgan Securities LLCMorgan Stanley04-29-2020
Christopher Alan WhiteJ.P. Morgan Securities LLCEdward Jones04-29-2020
Lois J. GregoryJ.P. Morgan Securities LLCMorgan Stanley04-28-2020
Juliana CuervoJ.P. Morgan Securities LLCAmerant Investments, Inc.04-23-2020
David BandalanJ.P. Morgan Securities LLCNYLIFE Securities LLC04-22-2020
David Song DengJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.04-20-2020
Bryanna Petricia SpirovskiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-20-2020
Sean Michael WolfeJ.P. Morgan Securities LLCSchwab Private Client Investment Advisory, Inc.04-17-2020
Ryan McmahonJ.P. Morgan Securities LLCEdward Jones04-16-2020
Joshua R. BerryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-15-2020
David Thomas DominguezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-13-2020
Gordon Marshall BuskirkJ.P. Morgan Securities LLCBBVA Securities Inc.04-09-2020
Jessica Amanda ClowneyJ.P. Morgan Securities LLCMorgan Stanley04-07-2020
Yolla Seoud KairouzJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-05-2020
Pedro Campos Campos MejoradoJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.04-03-2020
Hernan PerezJ.P. Morgan Securities LLCAXA Advisors, LLC04-01-2020
Marcelo Alaor Pizzato DantasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2020
Luis A. MondragonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-25-2020
Ryan Jonathan BakerJ.P. Morgan Securities LLCUBS Financial Services Inc.03-19-2020
Douglas Scott JadisJ.P. Morgan Securities LLCGoldman Sachs & Co.03-18-2020
Bismarck Oduro DarkoJ.P. Morgan Securities LLCUSAA Financial Advisors, Inc.03-12-2020
Gina Anne HahnJ.P. Morgan Securities LLCNYLIFE Securities LLC03-12-2020
Bruce William Burgess Jr.J.P. Morgan Securities LLCPark Avenue Securities LLC03-11-2020
Hugo RodriguesJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2020
Matthew Michael LessardJ.P. Morgan Securities LLCTD Ameritrade, Inc.03-11-2020
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Showing 1 to 25 of 4,772 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.