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
Brian James RimandoJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC01-14-2020
Jiaoling CaiJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC07-11-2019
Arang AbedinzadehJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC06-20-2019
Elena Rose HealyJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC06-08-2019
Diana IshakJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC05-03-2019
Gary LamJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC09-17-2018
Alex Trujillo CalderonJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC08-24-2018
Tanya L. PriceJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC08-16-2018
Angela Marie LopezJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC08-16-2018
Victor Hugo AcevedoJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC07-17-2018
Daniel Steven GarciaJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC06-12-2017
Kamaljit KaurJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC12-22-2016
Khanh An T. NguyenJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC10-12-2016
Marty Eileen BashamJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC09-30-2016
Arthur Richard GonzalezJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC07-27-2016
Tony Minh LyJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC06-13-2016
Salim AugustynJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC06-02-2016
Andre Sebastiano ColucciJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC03-16-2016
Eduardo VillagranaJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC02-09-2016
Deysi N. Juarez MunozJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC11-09-2015
Steve SakamotoJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC09-17-2015
Jason Neal CannonJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC08-07-2014
Dana Grant BurnsJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC05-30-2014
Karin LiauJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC10-10-2013
Joseph Anthony AzzopardiJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC$5003-05-2013

Showing 1 to 25 of 25 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.