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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Kevin CrookshanksJ.P. Morgan Securities LLCWells Fargo Advisors Financial Network, LLC03-30-2009
Gregory Mathew McnabbJ.P. Morgan Securities LLCNatcity Investments, Inc.06-29-2009
Frank Joseph Esposito Jr.J.P. Morgan Securities LLCNorthern Trust Securities, Inc.09-08-2009
Jonathan William EmerickJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2012
Cherif Souleymane AidaraJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.12-17-2012
Sarah S. MooreJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$104-11-2013
David Ross KristiansenJ.P. Morgan Securities LLCRaymond James & Associates, Inc.$5006-19-2013
Richard Dale GrahamJ.P. Morgan Securities LLCThe Huntington Investment Company07-08-2013
Richard Charles GnauJ.P. Morgan Securities LLCNYLIFE Securities LLC07-29-2013
Brandon K. BanardJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-29-2013
Shawn C. ScottJ.P. Morgan Securities LLCPNC Investments10-01-2013
Lisa Faith BonnerJ.P. Morgan Securities LLCAllstate Financial Services, LLC$2510-31-2013
Shaun Marie IrwinJ.P. Morgan Securities LLCThe Huntington Investment Company12-09-2013
Daniel Gray McEachernJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5001-09-2014
Kyle Aaron MetzgerJ.P. Morgan Securities LLCPruco Securities, LLC.01-21-2014
Matthew Nolen ArthurJ.P. Morgan Securities LLCThe Huntington Investment Company$10003-03-2014
Matthew R. VincentJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-01-2014
Matthew David MeeceJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-10-2014
Anthony D. AronowitzJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-17-2014
Tyler Joe RensbergerJ.P. Morgan Securities LLCState Farm VP Management Corp.04-28-2014
Robert K. DhooreJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-11-2014
Brian E. Van DuynJ.P. Morgan Securities LLCAXA Advisors, LLC06-20-2014
Timothy ClaryJ.P. Morgan Securities LLCAXA Advisors, LLC06-23-2014
William DupreeJ.P. Morgan Securities LLCGWFS Equities, Inc.07-14-2014
Matthew Thomas ReiberJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-22-2014
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Showing 1 to 25 of 115 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.