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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Sauve KouryJ.P. Morgan Securities LLCAdvisors Asset Management, Inc.04-19-2016
Christopher David SheetsJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Forrest R. GreenJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Nathan Gerrell ChapmanJ.P. Morgan Securities LLCAllianceBernstein L.P.04-03-2013
David Francois AllenJ.P. Morgan Securities LLCAllstate Financial Services, LLC01-25-2016
Samer Ibrahim Jabra DeirJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-15-2018
Jason Brice MeekJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC09-24-2018
Pamela Lea FrederickJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC01-30-2018
Noah Ray HughesJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC04-21-2017
William Douglas Hicks Jr.J.P. Morgan Securities LLCAmeriprise Financial Services, LLC$1007-15-2016
Chantel G. AymondJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC06-30-2016
Heidi SillerJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-20-2015
Matt Alan WilsonJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-20-2014
Barbara Lynn HanwayJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$110-16-2013
Critt Daniel Walton Jr.J.P. Morgan Securities LLCAmeriprise Financial Services, LLC$5004-16-2013
Saeed S BowensJ.P. Morgan Securities LLCAvantax Investment Services, Inc.10-23-2019
David N. AcostaJ.P. Morgan Securities LLCAvantax Investment Services, Inc.10-20-2016
Hernan PerezJ.P. Morgan Securities LLCAXA Advisors, LLC04-01-2020
Nathan Michael WrightJ.P. Morgan Securities LLCAXA Advisors, LLC01-27-2020
Rachel Quinn VitaliJ.P. Morgan Securities LLCAXA Advisors, LLC01-17-2020
Andrew Hardwick KuligJ.P. Morgan Securities LLCAXA Advisors, LLC12-10-2019
Christian Pilar Baxter AlemanJ.P. Morgan Securities LLCAXA Advisors, LLC10-09-2019
Matthew Lee DemondJ.P. Morgan Securities LLCAXA Advisors, LLC07-26-2019
Jacob Adam WelshJ.P. Morgan Securities LLCAXA Advisors, LLC07-12-2019
Angela Faye HoneyJ.P. Morgan Securities LLCAXA Advisors, LLC06-15-2019
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Showing 1 to 25 of 532 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.