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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Scott JonesJ.P. Morgan Securities LLCZions Direct, Inc.12-11-2009
Keith William DavisJ.P. Morgan Securities LLCGreat Circle Financial$1010-10-2012
Chadi M MajedJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2013
Erik Jon JensenJ.P. Morgan Securities LLCEdward Jones03-01-2013
Abimael ZavalaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-06-2013
Cesar Ian OberioJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC05-09-2013
Doris Boehmlaender EvansJ.P. Morgan Securities LLCMorgan Stanley$1007-16-2013
Thomas Allan Tourek Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2013
Christina Ann LipariJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-16-2013
Matthew Aaron KeithJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-24-2014
Debbie Ann CohenJ.P. Morgan Securities LLCBOK Financial Securities, Inc.$5003-27-2014
William Brian HemsworthJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-09-2014
Adam J. HrtanekJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-16-2014
Srdjan CalijaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-28-2014
Janet Bahara VanbuskirkJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2014
Kristen Marie BeckbissingerJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2014
Theresa F. SearcyJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC05-30-2014
David Argisht DavodiJ.P. Morgan Securities LLCMorgan Stanley08-12-2014
Robert Lawrence GentryJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2014
Anthony Joseph CalhounJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10010-03-2014
John Wesley Marsh IIJ.P. Morgan Securities LLCNorthern Trust Securities, Inc.10-17-2014
Bradley James GrabowyJ.P. Morgan Securities LLCUBS Financial Services Inc.11-17-2014
John Paul GivensJ.P. Morgan Securities LLCPFS Investments Inc.11-24-2014
William Brian HemsworthJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC01-20-2015
Jeffrey Eugene TaylorJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.03-31-2015
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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.