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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Renee Michelle FourcadeUBS Financial Services Inc.J.P. Morgan Securities LLC07-14-2010
Irene Gerasimos ApergisUBS Financial Services Inc.J.P. Morgan Securities LLC07-14-2010
Doron KochaviUBS Financial Services Inc.J.P. Morgan Securities LLC$10007-23-2012
Preston Ryan WoodUBS Financial Services Inc.J.P. Morgan Securities LLC07-09-2013
David P. LancasterUBS Financial Services Inc.J.P. Morgan Securities LLC05-01-2014
David Bret KallenbergUBS Financial Services Inc.J.P. Morgan Securities LLC02-27-2015
David Alan SeligUBS Financial Services Inc.J.P. Morgan Securities LLC$15002-27-2015
Todd Curtis FeiereisenUBS Financial Services Inc.J.P. Morgan Securities LLC02-27-2015
David Saul JustmanUBS Financial Services Inc.J.P. Morgan Securities LLC06-05-2015
Jenna L. SteinhauerUBS Financial Services Inc.J.P. Morgan Securities LLC06-29-2015
Edward Melvyn TannenbaumUBS Financial Services Inc.J.P. Morgan Securities LLC$20009-11-2015
Robert Scott ZeigerUBS Financial Services Inc.J.P. Morgan Securities LLC$2509-11-2015
David Evan TannenbaumUBS Financial Services Inc.J.P. Morgan Securities LLC$20009-11-2015
Elena ColagrandeUBS Financial Services Inc.J.P. Morgan Securities LLC09-11-2015
Charles B. HulleyUBS Financial Services Inc.J.P. Morgan Securities LLC10-01-2015
Sarah Elaine ParenteauUBS Financial Services Inc.J.P. Morgan Securities LLC10-02-2015
James Walker Watson IIIUBS Financial Services Inc.J.P. Morgan Securities LLC04-12-2016
James C. PakUBS Financial Services Inc.J.P. Morgan Securities LLC04-29-2016
Samuel RamliUBS Financial Services Inc.J.P. Morgan Securities LLC07-14-2016
Jay Dohrn Baumgardner IIIUBS Financial Services Inc.J.P. Morgan Securities LLC09-22-2016
Eavenson S. HorterUBS Financial Services Inc.J.P. Morgan Securities LLC$5008-16-2019

Showing 1 to 21 of 21 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.