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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan K. YasukawaBancWest Investment Services, Inc.Chase Investment Services Corp.07-17-2012
Daniel Godfrey KewBancWest Investment Services, Inc.Chase Investment Services Corp.06-13-2012
Matthew Martin ChalhoubBancWest Investment Services, Inc.Chase Investment Services Corp.04-27-2012
James Thomas Slane Jr.BancWest Investment Services, Inc.Chase Investment Services Corp.01-05-2012
Craig Stephen MaytubbyBancWest Investment Services, Inc.Chase Investment Services Corp.08-12-2011
Chirho S. GarciaBancWest Investment Services, Inc.Chase Investment Services Corp.07-18-2011
Tony ChangBancWest Investment Services, Inc.Chase Investment Services Corp.04-14-2011
Christopher RomeroBancWest Investment Services, Inc.Chase Investment Services Corp.03-01-2011
Marilu HernandezBancWest Investment Services, Inc.Chase Investment Services Corp.01-20-2011
Karry Jean MaciakBancWest Investment Services, Inc.Chase Investment Services Corp.11-10-2010
Peter Tsuhsin WangBancWest Investment Services, Inc.Chase Investment Services Corp.11-09-2010
Mario Carlos MendozaBancWest Investment Services, Inc.Chase Investment Services Corp.08-09-2010
Mark Jon EspinozaBancWest Investment Services, Inc.Chase Investment Services Corp.03-10-2010
Lauren Catherine MontavonBancWest Investment Services, Inc.Chase Investment Services Corp.02-03-2010
Ruth Lorraine AdameBancWest Investment Services, Inc.Chase Investment Services Corp.09-25-2009

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.