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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karolina Katarzyna BednarskaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-05-2012
Eduardo Roberto Gonzalez Jr.J.P. Morgan Securities LLCWells Fargo Clearing Services, LLC$107-08-2013
Virginia Del Carmen VichJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-18-2013
Steven FriedJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC$5012-09-2013
Evan Lee BlakeJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-18-2013
Matthew Mele JimenezJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-04-2014
John Francisco FelizJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-13-2014
William Schandorf TwumJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-26-2014
Cesar A. ConradoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-10-2014
Michael TruongJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-17-2014
Pedro Jose Lopez-VillariJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-23-2014
John William PhancoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-11-2014
Kasama Ayah ManchoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-23-2015
Sheryl Lavette DoctorJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-29-2015
Jared Parker ConatserJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-10-2015
Joseph Shawn SullivanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC12-14-2015
Kevin Uno CareyJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-30-2016
Diana Patricia BarreraJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-24-2016
Jeffery Lee LiseaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-09-2016
Robert F. BazanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-29-2016
Brandon R. BeyrleJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-06-2016
Erik Alexander JankowskiJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-24-2016
Stela FikuJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-28-2016
Aaron Demetrius PolkJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-14-2016
Bradley James ChapmanJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-23-2017
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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.