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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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicolas Suarez-InclanJ.P. Morgan Securities LLCSantander Securities LLC04-27-2011
Alejandro Gustavo GambirazioJ.P. Morgan Securities LLCSantander Securities LLC12-05-2013
Mahesh ChandwaniJ.P. Morgan Securities LLCSantander Securities LLC$15004-23-2014
Saira Khan-TorresJ.P. Morgan Securities LLCSantander Securities LLC06-26-2014
John De LauroJ.P. Morgan Securities LLCSantander Securities LLC10-23-2014
Prinya SommalaJ.P. Morgan Securities LLCSantander Securities LLC03-23-2015
Seamus WhalenJ.P. Morgan Securities LLCSantander Securities LLC$15004-14-2015
Thomas Joseph LaughlinJ.P. Morgan Securities LLCSantander Securities LLC07-27-2015
Oleksii BulinskyiJ.P. Morgan Securities LLCSantander Securities LLC06-27-2017
Christopher J NastriJ.P. Morgan Securities LLCSantander Securities LLC08-30-2017
Louis Joseph CuomoJ.P. Morgan Securities LLCSantander Securities LLC$2505-15-2018
Ian MiciekJ.P. Morgan Securities LLCSantander Securities LLC06-14-2018
Jason John KanderJ.P. Morgan Securities LLCSantander Securities LLC06-20-2018
Andy MartinezJ.P. Morgan Securities LLCSantander Securities LLC06-28-2018
Mevlud DodicJ.P. Morgan Securities LLCSantander Securities LLC08-09-2018
Raquel TorresJ.P. Morgan Securities LLCSantander Securities LLC09-24-2018
Gerard Paul Delannoy JrJ.P. Morgan Securities LLCSantander Securities LLC12-05-2018
Sadik GokcilJ.P. Morgan Securities LLCSantander Securities LLC01-09-2019
Jose E DiazJ.P. Morgan Securities LLCSantander Securities LLC01-24-2019
Monika ChoudharyJ.P. Morgan Securities LLCSantander Securities LLC04-15-2019
Brandon Alexander HepburnJ.P. Morgan Securities LLCSantander Securities LLC04-15-2019
Omid Shanizadeh AsliJ.P. Morgan Securities LLCSantander Securities LLC05-01-2019
Richard Alexis HernandezJ.P. Morgan Securities LLCSantander Securities LLC05-20-2019
Albana NakoJ.P. Morgan Securities LLCSantander Securities LLC06-20-2019
Andrew PfefferJ.P. Morgan Securities LLCSantander Securities LLC07-09-2019
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Showing 1 to 25 of 36 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.