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
Alan Lee DavisJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC$10012-14-2015
Alexandra Taylor YawnJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2019
Alicia Vazquez HuttonJ.P. Morgan Securities LLCNYLIFE Securities LLC12-10-2014
Andrew Eugene FirstmanJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
Angelina Marie FuntanillaJ.P. Morgan Securities LLCMorgan Stanley$15003-18-2011
Aron Marshall McMillianJ.P. Morgan Securities LLCEdward Jones10-07-2016
Artra Youghmon YoungJ.P. Morgan Securities LLCSunTrust Investment Services, Inc.06-13-2013
Benito Canales IIJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2016
Bethany Merrie TannerJ.P. Morgan Securities LLCMorgan Stanley07-25-2019
Blair Christopher StuartJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-04-2019
Brandon Jamarr FicklinJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC07-16-2015
Brandon S EdwardsJ.P. Morgan Securities LLCAllstate Financial Services, LLC06-25-2019
Brendan Jamil KandakaiJ.P. Morgan Securities LLCPFS Investments Inc.03-09-2016
Brian Grinnell JenkinsJ.P. Morgan Securities LLCUBS Financial Services Inc.$15004-20-2011
Cameron Lee EverhardtJ.P. Morgan Securities LLCCetera Investment Services LLC10-03-2019
Charles Allen Ratliff Jr.J.P. Morgan Securities LLCMorgan Stanley03-18-2011
Christian Nicholas CramJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-20-2015
Christopher Anthony BaroneJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-01-2016
Christopher Hart Foster Jr.J.P. Morgan Securities LLCNYLIFE Distributors LLC08-19-2016
Christopher John RezekJ.P. Morgan Securities LLCAllianceBernstein L.P.06-09-2017
Christopher Joseph AlbanoJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.12-09-2019
Christopher Lewis CastellawJ.P. Morgan Securities LLCUBS Financial Services Inc.$25102-01-2019
Cort Alan HaberJ.P. Morgan Securities LLCPeachtree Investment Advisors, Inc.05-24-2011
David Arvile DodsonJ.P. Morgan Securities LLCMorgan Stanley10-13-2017
David Bailey IzardJ.P. Morgan Securities LLCAllianceBernstein L.P.03-13-2015
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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.