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
Jonathan Christopher McCumberCresset Asset Management, LLCJ.P. Morgan Securities LLC04-15-2020
Dione T. Pulsoni HraschU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-23-2020
Adam WarkenthienMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-23-2020
Scott H KestenPNC InvestmentsJ.P. Morgan Securities LLC03-20-2020
Daniel Graham HenryIHT Wealth Management LLCJ.P. Morgan Securities LLC03-11-2020
Vincent Harambasic IIIWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC03-09-2020
Bruce PerskyLPL Financial LLCJ.P. Morgan Securities LLC03-05-2020
Kevin Carlton HarveyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-03-2020
Matthew Ian ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-02-2020
Eric Robert DusseaultMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-26-2020
Michael Albert HowlettFidelity Brokerage Services LLCJ.P. Morgan Securities LLC01-29-2020
Yulun WuCitigroup Global Markets Inc.J.P. Morgan Securities LLC01-27-2020
Eunice DiazNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC01-24-2020
Creighton Michael DraccaWintrust Investments LLCJ.P. Morgan Securities LLC01-10-2020
James William GreggaMorgan StanleyJ.P. Morgan Securities LLC01-10-2020
Muna Kham YousifFifth Third Securities, Inc.J.P. Morgan Securities LLC12-19-2019
Edin HamzicFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC11-14-2019
Brian Nicholas DegradoRaymond James & Associates, Inc.J.P. Morgan Securities LLC11-08-2019
Barry Alan KrumwiedeLPL Financial LLCJ.P. Morgan Securities LLC11-05-2019
Christopher Daniel FerraroWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-05-2019
Joseph Curtis HucklebyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC11-04-2019
James Sylvere RichardSnowden Account Services LLCJ.P. Morgan Securities LLC$5011-01-2019
Thomas Joseph BoydSnowden Account Services LLCJ.P. Morgan Securities LLC$5011-01-2019
Andres ChavezE*TRADE Securities LLCJ.P. Morgan Securities LLC10-30-2019
William Michael EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-23-2019
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Showing 1 to 25 of 360 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.