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
John Kinsaku LarryJ.P. Morgan Securities LLCCUSO Financial Services, L.P.$5012-20-2019
Daniel Scott GianopulosJ.P. Morgan Securities LLCLincoln Financial Advisors Corporation12-18-2019
Priya SagarJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-17-2019
Stephen Edward TucciJ.P. Morgan Securities LLCAXA Advisors, LLC12-16-2019
Tomoko KoyamaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2019
Itamar ErsterJ.P. Morgan Securities LLCAXA Advisors, LLC12-13-2019
Sandra Mercado EsquedaJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.12-12-2019
Li WangJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2019
Scott Russell BaynesJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-06-2019
Joseph D. Hubbard IIIJ.P. Morgan Securities LLCEdward Jones12-05-2019
Sergio TiradoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-02-2019
Amina Ambareen QadriJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2019
Misael Alexander MolinaJ.P. Morgan Securities LLCAXA Advisors, LLC11-27-2019
Matthew Lucian BensonJ.P. Morgan Securities LLCPruco Securities, LLC.11-27-2019
Daniel Antony St HubertJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Serezha Serjey ArutyunyanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Kevin S. AronovJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Andrew Thomas HenryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Omar AbosaleemJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-20-2019
Galina SargsyanJ.P. Morgan Securities LLCWedbush Securities Inc.11-07-2019
Fred Anthony AvalliJ.P. Morgan Securities LLCOak Tree Securities, Inc.11-05-2019
Daniel S MulliganJ.P. Morgan Securities LLCEdward Jones10-31-2019
Zachary James HansenJ.P. Morgan Securities LLCAXA Advisors, LLC10-31-2019
Aili Liang HuaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
Myles R LusterJ.P. Morgan Securities LLCCUSO Financial Services, L.P.10-25-2019
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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.