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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elsa Yuliana BittarJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-15-2017
Carmen Aracelis CividanesJ.P. Morgan Securities LLCDavid Lerner Associates, Inc.06-12-2017
Donald Michael DavisJ.P. Morgan Securities LLCLPL Financial LLC06-09-2017
Joel Joshua BarkeyJ.P. Morgan Securities LLCPark Avenue Securities LLC06-05-2017
Nathalie RodriguezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-16-2017
Cassandra Moore RinehartJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15004-11-2017
Kristel Valeska CastillaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-07-2017
Diego FarfanJ.P. Morgan Securities LLCRaymond James & Associates, Inc.03-23-2017
Brett A. BladergroenJ.P. Morgan Securities LLCPNC Investments03-22-2017
Jeremy H. AdamsJ.P. Morgan Securities LLCMorgan Stanley03-10-2017
Justin Bradley MitchellJ.P. Morgan Securities LLCPNC Investments03-10-2017
Karl H. MirandaJ.P. Morgan Securities LLCStrategic Advisers LLC03-08-2017
Bradley James ChapmanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-23-2017
Marney Adele SkinnerJ.P. Morgan Securities LLCRFG Advisory, LLC01-05-2017
Sonya E. SandageJ.P. Morgan Securities LLCPNC Investments12-06-2016
Ruben MaldonadoJ.P. Morgan Securities LLCPNC Investments$111-22-2016
Aaron Demetrius PolkJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-14-2016
Scott H. LevinsonJ.P. Morgan Securities LLCNYLIFE Securities LLC11-07-2016
Anastasiya Y. SoldatovaJ.P. Morgan Securities LLCForesters Financial Services, Inc.11-04-2016
Stela FikuJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-28-2016
Kenneth Alan ButdorfJ.P. Morgan Securities LLCCetera Investment Services LLC10-24-2016
Kim Ripper RipperJ.P. Morgan Securities LLCEFG Capital International10-21-2016
Jeffrey Sarver Ritch Jr.J.P. Morgan Securities LLCCsfbdirect, Inc.10-17-2016
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Hitesh GhangusJ.P. Morgan Securities LLCSunTrust Advisory Services, Inc.09-21-2016
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.