Advisers on the Move

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Michael DelaneyU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-03-2019
Jacob Tyler KohutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-08-2019
Gustavo LozanoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15011-14-2018
James W. ChoiU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-20-2018
Emilia Vozza MahonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-25-2018
John Kendall SeedallU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$2709-22-2017
Alejandro VuksicU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-31-2017
Carlos Alberto SanchezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-02-2017
Ricardo J GarciaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2016
Sindy S. MaganaU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-19-2016
Andre Rene RamirezU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-12-2016
Andrew Stephen MancusoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2016
Luis-Diego QuirozU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-07-2016
Dawn Elizabeth LolliU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-08-2016
Carlos Alberto NaranjoU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC09-30-2015
Patricia Maria BellosU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-10-2015
Corey Dane Coker Sr.U.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-15-2015
Davene Jannell CognardU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-30-2015
Brian James VennU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$5004-06-2015
Jorge Abel RomeroU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-06-2015
David Harold StradeU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-25-2013
Sean PongU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-19-2012

Showing 1 to 22 of 22 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.

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