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Advisers on the Move - InvestmentNews

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin Joseph RobertsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-22-2020
Dione T. Pulsoni HraschU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-23-2020
Salim AugustynU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-03-2020
Lani Star PurpuraU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-20-2019
Erin Denise JohnsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2019
Manuel OrtizU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-16-2019
Teodoro D. UytingbanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-15-2019
Jesse Thomas NehringU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-15-2019
Neil C. SchimkaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-07-2019
Ericah Breann WatrousU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-13-2019
Richard Michael DelaneyU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-03-2019
Vincent Maimboti DhliwayoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-03-2019
Ronald Scott HuttonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-12-2019
Alisa Darlene TorresU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-09-2019
Andrew P ThomasU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-30-2019
Nicholas Adam DevoreU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-16-2019
Rocco Anthony Difranco Jr.U.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-17-2019
Jesse Richard NavarroU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-14-2019
Brian James KohoutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-13-2019
Megan D. RichterU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-04-2019
Jacob Tyler KohutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-08-2019
Tiffany CaoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-05-2019
Michael J DeleonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-29-2019
Mary M. BermanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-21-2018
Edwin Shanil KumarU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-05-2018
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Showing 1 to 25 of 116 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.