Advisers on the Move

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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ana P PascualSantander Securities LLCJ.P. Morgan Securities LLC06-29-2020
Vladimir GrzhibekSantander Securities LLCJ.P. Morgan Securities LLC01-31-2020
Michelle Da Silva PereiraSantander Securities LLCJ.P. Morgan Securities LLC12-04-2019
Monika ZuhanSantander Securities LLCJ.P. Morgan Securities LLC12-04-2019
Jaroline MartinezSantander Securities LLCJ.P. Morgan Securities LLC11-22-2019
Pablo CardosoSantander Securities LLCJ.P. Morgan Securities LLC04-22-2019
Edward EspinalSantander Securities LLCJ.P. Morgan Securities LLC01-23-2019
Michael Cunha MirandaSantander Securities LLCJ.P. Morgan Securities LLC01-17-2019
Colleen CannySantander Securities LLCJ.P. Morgan Securities LLC01-08-2019
Martin Nicolas LarrosaSantander Securities LLCJ.P. Morgan Securities LLC12-20-2018
Yury Frined OrtigozaSantander Securities LLCJ.P. Morgan Securities LLC10-25-2018
Melba Annette HardySantander Securities LLCJ.P. Morgan Securities LLC08-28-2018
Eli AcevedoSantander Securities LLCJ.P. Morgan Securities LLC05-11-2018
Anthony Vincent MannoSantander Securities LLCJ.P. Morgan Securities LLC04-02-2018
Daniel Richard WilliamsSantander Securities LLCJ.P. Morgan Securities LLC03-19-2018
Omar M OlivieriSantander Securities LLCJ.P. Morgan Securities LLC02-28-2018
Patrick Antonio AitchesonSantander Securities LLCJ.P. Morgan Securities LLC$5008-29-2017
Christian Xavier SantelliSantander Securities LLCJ.P. Morgan Securities LLC11-18-2016
Derek LairdSantander Securities LLCJ.P. Morgan Securities LLC$5009-10-2015
Juan GiraldoSantander Securities LLCJ.P. Morgan Securities LLC07-08-2014
Antonio Alexander AlarconSantander Securities LLCJ.P. Morgan Securities LLC03-06-2014
Marzana ZamanSantander Securities LLCJ.P. Morgan Securities LLC09-26-2013

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.