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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd William NicholsU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$10010-05-2012
Sean PongU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-19-2012
Maria Guadalupe MartinezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-19-2012
Paul Cowles LaskeyU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-03-2013
Christopher Charles RobinsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-27-2013
David Harold StradeU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-25-2013
Andrew Antonio OdishU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC05-20-2013
Alisha K. HanksU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-24-2013
Alicia Maria HernandezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-25-2013
Pranee ThitisuwatU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-31-2013
Eric Nathaniel EversoleU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-23-2013
John Robert OrticelliU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-30-2013
Katie J. ReevesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-17-2013
Sarah Way KnightU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-27-2013
Enrique Abraham MarentesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-20-2013
Mariya MilshteynU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-30-2014
Robert Alan JonaganU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-03-2014
Christopher Alan JacobsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-14-2014
Kelly Todd KortmanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC05-06-2014
Dominic A. RotiU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC05-28-2014
Amanda Marie DevicenteU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-11-2014
James Carter AndertonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$1007-01-2014
Michael J. RosalesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-04-2014
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Rodney M. MontgomeryU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2014
Next Page »

Showing 1 to 25 of 116 entries

Page 1 | 2 | 3 | 4 | 5

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.