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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd Edwards StewartJ.P. Morgan Securities LLCAccountants Investment Advisory Services, LLC$1007-12-2013
Kevin Timothy HitzJ.P. Morgan Securities LLCAllstate Financial Services, LLC06-18-2013
Joseph Philip CihlarJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-13-2019
Brett Joseph MartinJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC04-14-2014
William D. TsoulosJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC10-16-2013
Jared Michael TryonJ.P. Morgan Securities LLCArbor Research & Trading, LLC09-25-2018
Gregory Dale EicherJ.P. Morgan Securities LLCAssociated Investment Services, Inc.$2504-22-2013
Brooke Lyn GalassiJ.P. Morgan Securities LLCAusdal Financial Partners, Inc.06-11-2015
Gino Gian PoliJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2019
Fred George SchoenfeldJ.P. Morgan Securities LLCAXA Advisors, LLC08-09-2018
Brandon Robert NickersonJ.P. Morgan Securities LLCAXA Advisors, LLC03-15-2017
Thomas N. CafmeyerJ.P. Morgan Securities LLCAXA Advisors, LLC04-11-2016
Jonathan Mark HenningJ.P. Morgan Securities LLCAXA Advisors, LLC05-18-2015
Michael J. RadekJ.P. Morgan Securities LLCAXA Advisors, LLC04-06-2015
Michael Phillip ZottoJ.P. Morgan Securities LLCAXA Advisors, LLC$5001-12-2015
Scott Gifford ColmeryJ.P. Morgan Securities LLCAXA Advisors, LLC$1008-08-2014
Melissa Ann KelpschJ.P. Morgan Securities LLCB. C. Ziegler and Company04-16-2014
Daryl Joseph MartinJ.P. Morgan Securities LLCBancWest Investment Services, Inc.11-28-2017
Matthew Jon TeichJ.P. Morgan Securities LLCBessemer Investor Services, Inc.04-20-2015
Mario A. BearJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.01-23-2019
Fredrick A. CirilloJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.07-13-2018
Nicholas David PacentiJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-11-2017
Josie Martin ONeillJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.02-09-2017
Tonya Lee KalodimosJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-01-2016
Joshua R. WebsterJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.11-23-2016
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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.