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
Khwan HathaiJ.P. Morgan Securities LLCMorgan Stanley10-17-2019
Joshua David LewensohnJ.P. Morgan Securities LLCMorgan Stanley09-10-2019
Yousaf ZamanudinJ.P. Morgan Securities LLCMorgan Stanley06-24-2019
Bunyan TomJ.P. Morgan Securities LLCMorgan Stanley06-06-2019
Garrett Michael TognozziJ.P. Morgan Securities LLCMorgan Stanley06-05-2019
Gabriel Enrique VasquezJ.P. Morgan Securities LLCMorgan Stanley04-08-2019
Jason Allen EgnewJ.P. Morgan Securities LLCMorgan Stanley01-18-2019
David Shim KimJ.P. Morgan Securities LLCMorgan Stanley12-11-2018
Sharam PavriJ.P. Morgan Securities LLCMorgan Stanley11-05-2018
Chihping WuJ.P. Morgan Securities LLCMorgan Stanley10-31-2018
Mark Timothy RehmsJ.P. Morgan Securities LLCMorgan Stanley$50009-21-2018
Jeanna Mieren L AbacaJ.P. Morgan Securities LLCMorgan Stanley09-18-2018
Daniel Charles O'ConnellJ.P. Morgan Securities LLCMorgan Stanley08-29-2018
Johnny Ruh HarenJ.P. Morgan Securities LLCMorgan Stanley07-13-2018
Tad Charles RaudmanJ.P. Morgan Securities LLCMorgan Stanley06-04-2018
Michael KiangJ.P. Morgan Securities LLCMorgan Stanley12-06-2017
Matthew William BensonJ.P. Morgan Securities LLCMorgan Stanley09-22-2017
Bradley GoldJ.P. Morgan Securities LLCMorgan Stanley08-15-2017
Xuan GeJ.P. Morgan Securities LLCMorgan Stanley05-11-2017
Dominique Bernea Jordan-GreenJ.P. Morgan Securities LLCMorgan Stanley05-03-2017
Hyo Jin LimJ.P. Morgan Securities LLCMorgan Stanley03-27-2017
Timothy DecilveoJ.P. Morgan Securities LLCMorgan Stanley02-24-2017
Jonathan Kevin CanterJ.P. Morgan Securities LLCMorgan Stanley12-06-2016
Meghna Puja PanjabiJ.P. Morgan Securities LLCMorgan Stanley09-20-2016
Charles Thomas WebsterJ.P. Morgan Securities LLCMorgan Stanley06-16-2016
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Showing 1 to 25 of 60 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.