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
Brian Christopher TurnerJ.P. Morgan Securities LLCBarclays Capital Inc.05-18-2015
Zerong QianJ.P. Morgan Securities LLCCitizens Securities, Inc.06-18-2019
Pedro F Nimaja MoralesJ.P. Morgan Securities LLCCitizens Securities, Inc.06-08-2019
Nicolas Souffrant Jr.J.P. Morgan Securities LLCCitizens Securities, Inc.03-12-2019
Patrick Eugene DonovanJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC08-29-2013
Michelle LiemJ.P. Morgan Securities LLCDeGroat Investments LLC05-22-2019
Scott Matthew GrenertJ.P. Morgan Securities LLCDeutsche Bank Securities Inc.03-15-2013
Kevin Henry MacintyreJ.P. Morgan Securities LLCDeutsche Bank Securities Inc.$10003-15-2013
Darren Patrick JonesJ.P. Morgan Securities LLCDuncan-Williams, Inc.$15009-30-2011
Nicholas Alexander HalabyJ.P. Morgan Securities LLCGoldman Sachs & Co.09-26-2018
Brian BaileyJ.P. Morgan Securities LLCGoldman Sachs & Co.02-28-2018
Jenny Rebecca NaylorJ.P. Morgan Securities LLCGoldman Sachs & Co.08-01-2011
Mathews Middleton Hyde DeganJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-06-2015
John Spaulding McPheeJ.P. Morgan Securities LLCLeerink Partners LLC$15004-13-2012
Liam Joseph KingJ.P. Morgan Securities LLCLPL Financial LLC05-31-2019
Sami Samir ShehadehJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Yaman SharmaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Chhe David TaingJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2019
Joshua Parker DoustouJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2019
John Joseph MuseJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2018
Arthur Nicholas KarabelasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2013
Jeffrey Marc ShermanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-12-2013
Okita SeviJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2013
Barry Jon FishJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-02-2011
David John SullivanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-02-2011
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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.