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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lani Star PurpuraU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-20-2019
Jesse Thomas NehringU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-15-2019
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
Amanda L. RainesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-11-2018
Karidja Honorine ReaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-18-2017
Travis Ray YoungerU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-05-2016
June Catherine E Dela ChicaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-15-2016
Magdalena VlaicuU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC05-12-2015
Amanda Marie DevicenteU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-11-2014
Christopher Alan JacobsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-14-2014
Pranee ThitisuwatU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-31-2013
Alicia Maria HernandezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-25-2013
Alisha K. HanksU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-24-2013
Dane Alden BradfordU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$1003-30-2018

Showing 1 to 15 of 15 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.