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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan Michael EschanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15006-01-2018
Sarah Beth SnowdenU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Phillip Lee HylandU.S. Bancorp Investments, Inc.Edward Jones$10009-21-2017
Jonathan Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-05-2017
Ryan Christopher DoranU.S. Bancorp Investments, Inc.PNC Investments$105-22-2017
Michael McgriffU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.$108-31-2016
John Benedict JamesonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$15008-29-2016
Jeffrey Clayton MeadorsU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.06-01-2016
Scott Lee D AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
Ryan Sanford LawsonU.S. Bancorp Investments, Inc.LPL Financial LLC02-16-2016
Jason Christopher Vander PolU.S. Bancorp Investments, Inc.Silver Oak Securities, Incorporated02-01-2016
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$15001-28-2016
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Ladeanna Rochelle DamronU.S. Bancorp Investments, Inc.MetLife Securities Inc.04-30-2014
Jeffrey Lyle BlackburnU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-25-2014
Robert Douglas Roar Jr.U.S. Bancorp Investments, Inc.Edward Jones04-01-2013
Paul Cowles LaskeyU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-03-2013
Lisa BrittU.S. Bancorp Investments, Inc.PNC Investments$5008-31-2012
Matthew Paul GieslerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-12-2011
Chester Anthony WinnU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Tammi Adele DaubyU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Jayson James CaplingU.S. Bancorp Investments, Inc.Edward Jones04-04-2011
Nathan W RainboltU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-28-2011
James Rork WilliamsU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC12-03-2010
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$111-29-2010
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Showing 1 to 25 of 30 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.

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