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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jamie Lynn SkaggsJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.02-04-2019
Ron BaldariJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$14001-04-2017
Christine Jonsson HulmeJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$15009-26-2014
David Keith SpindleJ.P. Morgan Securities LLCAXA Advisors, LLC11-07-2019
Tyler Joseph SchroederJ.P. Morgan Securities LLCAXA Advisors, LLC01-31-2019
Shea Patrick GraulJ.P. Morgan Securities LLCAXA Advisors, LLC04-30-2018
Autumn Maxton HarveyJ.P. Morgan Securities LLCAXA Advisors, LLC09-22-2017
Brittany Mellissa MacreJ.P. Morgan Securities LLCAXA Advisors, LLC01-17-2017
Patrick Michael MartinJ.P. Morgan Securities LLCAXA Advisors, LLC08-15-2016
Shawn Christian OvermanJ.P. Morgan Securities LLCAXA Advisors, LLC03-16-2015
Timothy Gibson HolsingerJ.P. Morgan Securities LLCAXA Advisors, LLC08-13-2014
Christine Miranda SchaubJ.P. Morgan Securities LLCBNY Mellon Capital Markets, LLC$15003-24-2014
Shanicia Tiara HarrisJ.P. Morgan Securities LLCCapital One Investing, LLC05-01-2018
Kayla Elizabeth LohrenzJ.P. Morgan Securities LLCCetera Advisor Networks LLC05-04-2015
Debra Jean DanksJ.P. Morgan Securities LLCCetera Investment Services LLC07-11-2017
Jesse Taylor BurnsJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.04-10-2018
Daniel Anton VielandJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10001-22-2015
Nathan Michael LiebJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-13-2015
Scott Alan HughesJ.P. Morgan Securities LLCCitizens Securities, Inc.09-10-2019
Danny Chris FinchamJ.P. Morgan Securities LLCCitizens Securities, Inc.07-24-2019
Jamie Teresa PerseJ.P. Morgan Securities LLCCitizens Securities, Inc.06-15-2019
Mark Alan LandskronerJ.P. Morgan Securities LLCCitizens Securities, Inc.02-07-2019
Kayla Rochelle HennisJ.P. Morgan Securities LLCCitizens Securities, Inc.05-09-2017
Lindsey Jean WhitmoreJ.P. Morgan Securities LLCCitizens Securities, Inc.12-02-2016
Alan L SoirefmanJ.P. Morgan Securities LLCCitizens Securities, Inc.09-30-2016
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Showing 1 to 25 of 175 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.