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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ian A GeevesU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-03-2012
Kenneth Rick CraigU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-15-2011
Caleb C. MaherU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-15-2011
Adrienne Marie AlvarezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-10-2011
Natalie Lynn TerrasasU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-31-2010
Ilya V. CherbaU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-26-2010
Debhra Sue RoneyU.S. Bancorp Investments, Inc.Chase Investment Services Corp.09-30-2010
Josh Jade HanlinU.S. Bancorp Investments, Inc.Chase Investment Services Corp.08-06-2010
Ronald Timothy ClementU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-26-2010
Richard Joseph CoronelU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-25-2010
Randy SalakiU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-19-2010
Lorena RubioU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-03-2010
Tony Yan LiangU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-01-2010
Andranik MazmanianU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-29-2010
Erik Erle SimmonsU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-31-2010
Evelyn LaraU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-31-2010
Angel U. Velasquez SiqueirosU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-31-2010
Paul VandenbrookU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-01-2010
Michael Gene KissingerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2010
Joseph David GreenU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-01-2010
Kent H ChungU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-31-2009
Christian F CruzU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-31-2009
Jeong Han KimU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-18-2009
Jobani Bladimir SanabriaU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-16-2009
Violette Fouad FabioU.S. Bancorp Investments, Inc.Chase Investment Services Corp.12-07-2009
Next Page »

Showing 1 to 25 of 41 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.