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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Steven BeckJ.P. Morgan Securities LLCPNC Investments$101-18-2019
Ruben Dario MaldonadoJ.P. Morgan Securities LLCPNC Investments11-22-2016
Marcello Fabian FabbriJ.P. Morgan Securities LLCPNC Investments07-27-2016
Patrick PinizzottoJ.P. Morgan Securities LLCPNC Investments07-05-2016
Alexia Paroz YoungJ.P. Morgan Securities LLCPNC Investments03-29-2016
Christopher Ryan MarchicaJ.P. Morgan Securities LLCPNC Investments03-03-2016
Carlos Leonel SerranoJ.P. Morgan Securities LLCPNC Investments01-04-2016
Rezwan Mohammed AlamJ.P. Morgan Securities LLCPNC Investments12-09-2015
Ruben Miguel RodriguezJ.P. Morgan Securities LLCPNC Investments02-11-2014
Robert A SantelloJ.P. Morgan Securities LLCPNC Investments$15010-07-2013
Juan Pedro FreitasJ.P. Morgan Securities LLCPNC Investments10-02-2013
Andres Ricardo Fernandez-SalvadorJ.P. Morgan Securities LLCPNC Investments09-05-2013
Mark William McbeeJ.P. Morgan Securities LLCPNC Investments08-29-2013
Brian Nolan BestJ.P. Morgan Securities LLCPNC Investments$5008-05-2013

Showing 1 to 14 of 14 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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