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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Joseph LampertLPL Financial LLCJ.P. Morgan Securities LLC08-04-2015
Aaron Moon-Young ChungMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-10-2014
Aaron Russell HandfieldCUNA Brokerage Services, Inc.J.P. Morgan Securities LLC08-26-2013
Aaron S. Correll Jr.Fidelity Brokerage Services LLCJ.P. Morgan Securities LLC06-11-2018
Abraham Ramos BustamanteUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC09-19-2018
Adalberto PerazaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-19-2013
Adam Jay LeonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-30-2019
Adam Michael FranklinUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC05-18-2016
Adina D PruittTD Ameritrade, Inc.J.P. Morgan Securities LLC11-13-2013
Agustin R. BarreraSorrento Pacific Financial, LLCJ.P. Morgan Securities LLC12-16-2013
Ahmed H. ElemaryMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC11-17-2015
Aiko Mitchell M. NilloLPL Financial LLCJ.P. Morgan Securities LLC07-02-2019
Aileen Joy Mory MaligMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-30-2017
Alan Bruce SolurshMorgan StanleyJ.P. Morgan Securities LLC$15001-11-2017
Albert T. NgWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC08-10-2017
Albert YousoufianMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-06-2017
Alberto Carlos VelascoUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC$5011-13-2014
Alberto Damian VerduzcoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-16-2013
Alberto NunezTD Ameritrade Investment Management, LLCJ.P. Morgan Securities LLC09-10-2018
Alberto SuarezWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-11-2015
Alejandra MarquezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-04-2015
Alejandro A. VillicanaUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC02-04-2015
Alejandro BarriosWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-08-2019
Alejandro HernandezMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-23-2019
Alejandro VuksicU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-31-2017
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Showing 1 to 25 of 1,044 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.