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 B. PimentelU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Adam Michael FranklinU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC09-20-2019
Adam R. PerezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-16-2010
Adrienne Marie AlvarezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-13-2011
Alejandro VuksicU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-31-2017
Alex Leon SalcedoU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC$1001-25-2011
Ali MoallemU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC10-30-2018
Alina BrindusescuU.S. Bancorp Investments, Inc.HSBC Securities (USA) Inc.12-06-2013
Alisa Darlene TorresU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-09-2019
Amir P. Darabi SoufianiU.S. Bancorp Investments, Inc.HSBC Securities (USA) Inc.11-21-2017
Amy FooU.S. Bancorp Investments, Inc.Morgan Stanley05-16-2014
Andranik MazmanianU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-29-2010
Andre Rene RamirezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-12-2016
Andre Sebastiano ColucciU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2010
Andrew Antonio OdishU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC07-13-2018
Andrew Antonio OdishU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC05-20-2013
Andrew Jules ChabotU.S. Bancorp Investments, Inc.CUSO Financial Services, L.P.11-29-2010
Andrew PerceleanuU.S. Bancorp Investments, Inc.HSBC Securities (USA) Inc.06-03-2013
Andrew Stephen MancusoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2016
Angel U. Velasquez SiqueirosU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-31-2010
Angela ChanU.S. Bancorp Investments, Inc.Morgan Stanley12-17-2013
Angela Y. NganU.S. Bancorp Investments, Inc.LPL Financial LLC02-19-2009
Anissa Lynette CookeU.S. Bancorp Investments, Inc.Woodbury Financial Services, Inc.$5010-29-2010
Annie Y. Zheng KwanU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC11-12-2013
Antonio Rafael RosadoU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC$1003-14-2019
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Showing 1 to 25 of 248 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.