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
Maysa BudriUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC04-08-2020
Belema S. DyeghUSAA Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC03-23-2020
Richard Charles Meek Jr.USAA Financial Advisors, Inc.E*TRADE Securities LLC03-09-2020
Kevin Thomas PeekUSAA Financial Advisors, Inc.AXA Advisors, LLC11-19-2019
Sebastian MarquezUSAA Financial Advisors, Inc.Edward Jones10-28-2019
Victoria Lynn AreingdaleUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.10-28-2019
Mark R. GoodrumUSAA Financial Advisors, Inc.Mutual of Omaha Investor Services, Inc.09-24-2019
David A. HollandUSAA Financial Advisors, Inc.Edward Jones09-13-2019
William Morris Inabnet Jr.USAA Financial Advisors, Inc.Cambridge Investment Research, Inc.09-10-2019
Luis Eduardo MarquesUSAA Financial Advisors, Inc.TD Ameritrade, Inc.09-10-2019
Steven Carl CooperUSAA Financial Advisors, Inc.TD Ameritrade, Inc.09-09-2019
Richard MasonUSAA Financial Advisors, Inc.TD Ameritrade, Inc.07-01-2019
James Clair TurnerUSAA Financial Advisors, Inc.Ameriprise Financial Services, LLC03-08-2019
Juan Jose MejiaUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2019
Brian Gregory SheideUSAA Financial Advisors, Inc.Edward Jones02-20-2019
Armando AlvidrezUSAA Financial Advisors, Inc.Edward Jones01-17-2019
Jose L. De AlbaUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC01-04-2019
Michael Phillip IammarinoUSAA Financial Advisors, Inc.Country Capital Management Company10-04-2018
David Robert HarrisUSAA Financial Advisors, Inc.TD Ameritrade, Inc.08-30-2018
Daniel Nicholas ContiUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-23-2018
Kwaku Y. AfiheneUSAA Financial Advisors, Inc.TD Ameritrade, Inc.08-17-2018
Peter Wycliffe Conway Jr.USAA Financial Advisors, Inc.JCC Advisors, LLC08-14-2018
Trong Van PresleyUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC$2505-18-2018
Eric R. NeaseUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC04-30-2018
Nestor V. MarroquinUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC04-23-2018
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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.