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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angela PandalenoNYLIFE Securities LLCPark Avenue Securities LLC$10001-08-2019
John A. HallNYLIFE Securities LLCPark Avenue Securities LLC$12208-22-2018
Tomash Daniel SkibinskiNYLIFE Securities LLCPark Avenue Securities LLC$50005-15-2018
Jose Antonio Rincon Del PinedaNYLIFE Securities LLCPark Avenue Securities LLC03-15-2017
Robert Brian RosinNYLIFE Securities LLCPark Avenue Securities LLC$10002-21-2017
Arif M. BoysanNYLIFE Securities LLCPark Avenue Securities LLC10-03-2016
KyungEun KimNYLIFE Securities LLCPark Avenue Securities LLC01-12-2016
Thomas Nolan PendletonNYLIFE Securities LLCPark Avenue Securities LLC09-29-2015
Ashish Kumar FranklinNYLIFE Securities LLCPark Avenue Securities LLC06-24-2015
Vicki Kay SchappNYLIFE Securities LLCPark Avenue Securities LLC09-10-2014
Sam MukherjeeNYLIFE Securities LLCPark Avenue Securities LLC05-09-2014
Jason Peter OdstrcilNYLIFE Securities LLCPark Avenue Securities LLC04-17-2014
Angel Ruben TineoNYLIFE Securities LLCPark Avenue Securities LLC$50001-15-2014
Kathryn Allen WatsonNYLIFE Securities LLCPark Avenue Securities LLC$10012-12-2013
Gregory Gordon NelsonNYLIFE Securities LLCPark Avenue Securities LLC$50010-09-2013
Rakesh Kumar SharmaNYLIFE Securities LLCPark Avenue Securities LLC10-25-2012
Frances Ann TolerNYLIFE Securities LLCPark Avenue Securities LLC$10006-11-2012
Daniel E. JossenNYLIFE Securities LLCPark Avenue Securities LLC06-07-2011
Yoshiko HayakawaNYLIFE Securities LLCPark Avenue Securities LLC06-06-2011
Jeffrey Clay AllbrightNYLIFE Securities LLCPark Avenue Securities LLC03-17-2011
Stuart Ryan JaramilloNYLIFE Securities LLCPark Avenue Securities LLC$50002-09-2011
Monique Lynn JaramilloNYLIFE Securities LLCPark Avenue Securities LLC02-01-2011

Showing 1 to 22 of 22 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.