Advisers on the Move TEST

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elias J. MellulJ.P. Morgan Securities LLCPNC Investments02-14-2020
Bernard HeiglJ.P. Morgan Securities LLCPNC Investments12-09-2019
Lorraine Hernandez ForbesJ.P. Morgan Securities LLCPNC Investments$2511-08-2019
Marco T. GuevaraJ.P. Morgan Securities LLCPNC Investments08-27-2019
Matthew J. TaylorJ.P. Morgan Securities LLCPNC Investments03-02-2019
Jeff C. BonhommeJ.P. Morgan Securities LLCPNC Investments$15002-22-2019
Maida HalilovicJ.P. Morgan Securities LLCPNC Investments02-04-2019
John Manuel TaveiraJ.P. Morgan Securities LLCPNC Investments01-24-2019
John Steven BeckJ.P. Morgan Securities LLCPNC Investments01-18-2019
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Rashad SharifJ.P. Morgan Securities LLCPNC Investments11-02-2018
Mina HabibniaJ.P. Morgan Securities LLCPNC Investments11-02-2018
Fred Howard KleinfeldJ.P. Morgan Securities LLCPNC Investments10-30-2018
Amanda Jean PanacekJ.P. Morgan Securities LLCPNC Investments10-29-2018
Noah J. GiglioJ.P. Morgan Securities LLCPNC Investments10-22-2018
Andrew R. CromanJ.P. Morgan Securities LLCPNC Investments10-02-2018
Ryan John MikelonisJ.P. Morgan Securities LLCPNC Investments$2510-01-2018
Brian James HarrasJ.P. Morgan Securities LLCPNC Investments09-19-2018
Otis Bernard EllisJ.P. Morgan Securities LLCPNC Investments$15009-14-2018
Kevin Daniel HonanJ.P. Morgan Securities LLCPNC Investments08-24-2018
Bryan Edward JonesJ.P. Morgan Securities LLCPNC Investments08-17-2018
Ryan P. BaileyJ.P. Morgan Securities LLCPNC Investments07-19-2018
James Connor Macbeth IVJ.P. Morgan Securities LLCPNC Investments07-10-2018
Angela ShawJ.P. Morgan Securities LLCPNC Investments$15005-09-2018
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Showing 1 to 25 of 130 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.