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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard KnuthSantander Securities LLCAmeriprise Financial Services, LLC05-22-2019
Ray N MoodleySantander Securities LLCHSBC Securities (USA) Inc.01-06-2016
Joseph Anthony ManganoSantander Securities LLCHSBC Securities (USA) Inc.09-03-2015
Shady Hassan AhmedSantander Securities LLCHSBC Securities (USA) Inc.03-10-2014
Michael John DunleavySantander Securities LLCINVEST Financial Corporation01-15-2016
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
Melba Annette HardySantander Securities LLCJ.P. Morgan Securities LLC08-28-2018
Eli AcevedoSantander Securities LLCJ.P. Morgan Securities LLC05-11-2018
Daniel Richard WilliamsSantander Securities LLCJ.P. Morgan Securities LLC03-19-2018
Omar M OlivieriSantander Securities LLCJ.P. Morgan Securities LLC02-28-2018
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
Marzana ZamanSantander Securities LLCJ.P. Morgan Securities LLC09-26-2013
Steven Michael KashuboSantander Securities LLCLPL Financial LLC$15009-08-2020
Anthony A ManiscalcoSantander Securities LLCLPL Financial LLC02-21-2019
Christopher John ArditiSantander Securities LLCLPL Financial LLC07-25-2018
Robert Francis PaventiSantander Securities LLCLPL Financial LLC09-19-2012
Steven John BarsolonaSantander Securities LLCLPL Financial LLC09-19-2012
Chris Jon LivingstonSantander Securities LLCLPL Financial LLC$13809-19-2012
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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.