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
Rafael Cesar BlancoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-03-2020
Nicolas RodriguezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Brenda MeirelesJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-21-2019
Daphney JirauJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-14-2019
Jevon Alexander HallJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-30-2019
Kristjan PrekaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-15-2019
William James Oconnell JrJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-13-2019
Vanessa MeloJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-07-2019
John Paul KirkwoodJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-05-2019
Mahesh RoopnarineJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-09-2019
Heidi Elaine YoungJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-01-2019
Brian J. McDonaldJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-23-2019
Jose Enrique ArzolaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-06-2018
Albert Anthony CepedaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-18-2018
Hermes MateoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-09-2018
Dillon Robert NewJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-25-2018
Evan McgrathJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-13-2018
Christopher Matthew VergaraJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-07-2018
Katherine E. Roberts-NoblesJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-09-2018
Armando E. RodriguezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-08-2018
Jorge Alberto NickifordJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-01-2018
Craig Thomas BrownJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-15-2018
Robintz Telemark JeanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-25-2017
Calvin MainaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-24-2017
Jonathan Manuel VelezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-15-2017
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Showing 1 to 25 of 52 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.