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
Vionca Layosha Murray-SaxonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC05-10-2019
Wing Yin Teresa LeeJ.P. Morgan Securities LLCFidelity Brokerage Services LLC01-08-2019
Daniel WorobiecJ.P. Morgan Securities LLCFidelity Brokerage Services LLC01-07-2019
Sunilda Pilar VasquezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-19-2018
Vincent Harambasic IIIJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-13-2018
Sheila Westcott OmwirhirenJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-05-2018
Alan David ChildsJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-20-2017
Michael Joseph GeorgalasJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-20-2017
Neelay LakhiaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-08-2017
Pablo De La LlamaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-25-2017
Brett Fletcher RocineJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10007-20-2017
Michael Anthony TallonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-11-2017
Robert Terence WrightJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-28-2017
Andrew James WaldsonJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-28-2017
Karl H. MirandaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-08-2017
Jennifer Y. LeeJ.P. Morgan Securities LLCFidelity Brokerage Services LLC11-15-2016
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Maximilian Koji DavisJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-29-2016
Steven Colt EasleyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-18-2016
Michael HasbachJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-29-2016
Lisa QuachJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-11-2016
Jamie Vincent DelioJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-19-2016
Michael T. TruckenmillerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-15-2016
Alexander William LenzJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$1010-01-2015
Trevor Lane HilzJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-03-2015
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Showing 1 to 25 of 37 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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