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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Anthony SandbachJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC$15005-27-2009
Daniel Edward CrockettJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-27-2012
Justin David RossJ.P. Morgan Securities LLCFifth Third Securities, Inc.09-05-2013
Timothy J. DavisJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2013
Erik Timothy FlaigJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.02-05-2014
Nune Demiryan CrawfordJ.P. Morgan Securities LLCState Farm VP Management Corp.07-09-2014
Kelly Joseph MaloneJ.P. Morgan Securities LLCEdward Jones12-02-2014
John Joseph MoriartyJ.P. Morgan Securities LLCMorgan Stanley12-02-2014
Teresa Scott Green-DelvizisJ.P. Morgan Securities LLCPNC Investments02-09-2015
Robert D. WaltersJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2015
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Robert Anthony MalubayJ.P. Morgan Securities LLCWaddell & Reed05-28-2015
Patrick S. MitchellJ.P. Morgan Securities LLCEdward Jones05-28-2015
Mark JosaitisJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5009-11-2015
Andrew Peckham SatorninoJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-28-2015
Gary Dale Balch Jr.J.P. Morgan Securities LLCForesters Financial Services, Inc.11-20-2015
Kimra Gayle ManionJ.P. Morgan Securities LLCCantella & Co., Inc.02-10-2016
Sarah Khalid HadaidiJ.P. Morgan Securities LLCForesters Financial Services, Inc.03-08-2016
Daniel N. DurrJ.P. Morgan Securities LLCCitigroup Global Markets Inc.04-20-2016
Alex Jordan PerkinsJ.P. Morgan Securities LLCJefferson National Securities Corporation05-09-2016
Emily A. SpendloveJ.P. Morgan Securities LLCAPW Capital, Inc.06-20-2016
David R. BellamyJ.P. Morgan Securities LLCSickle Hunter Financial Advisors07-08-2016
Douglas C. SchanieJ.P. Morgan Securities LLCPNC Investments07-08-2016
Kevin Michael DavisJ.P. Morgan Securities LLCFifth Third Securities, Inc.07-22-2016
Matthew Douglas WilsonJ.P. Morgan Securities LLCMorgan Stanley$109-01-2016
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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.