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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kristina Deanne NelsonW&S Brokerage Services, Inc.J.P. Morgan Securities LLC03-19-2020
Dustin Christopher BerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-02-2020
Robyn R. RichardsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-02-2020
Melissa Ann DerouenMorgan StanleyJ.P. Morgan Securities LLC$15002-10-2020
Dinu Marian TiseAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC12-16-2019
Blake P. StegerMorgan StanleyJ.P. Morgan Securities LLC12-16-2019
Keith Edward RobinsonSecurian Financial Services, Inc.J.P. Morgan Securities LLC$2512-05-2019
James Christopher MylettNYLIFE Securities LLCJ.P. Morgan Securities LLC12-03-2019
Holly Seavey NicholsMorgan StanleyJ.P. Morgan Securities LLC10-29-2019
Stephens McVeaHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC08-29-2019
Statton FrankMorgan StanleyJ.P. Morgan Securities LLC07-29-2019
Marcos MedinaRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-11-2019
Jeffrey Scott HoltzclawHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC06-13-2019
Alvaro Steven PaizLPL Financial LLCJ.P. Morgan Securities LLC04-18-2019
William James NunnHorizon Financial Planning LLCJ.P. Morgan Securities LLC04-15-2019
Bryan S. HayesHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC03-26-2019
Donald Giuseppe MarinoInfinex Investments, Inc.J.P. Morgan Securities LLC02-20-2019
Janelle R. DaleyBankers Life Securities, Inc.J.P. Morgan Securities LLC11-13-2018
Kaleb James TalbotKestra Investment Services, LLCJ.P. Morgan Securities LLC11-01-2018
Latonya Lynette AndersonJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC08-27-2018
Michael Paul BartonUBS Financial Services Inc.J.P. Morgan Securities LLC07-05-2018
Margaret Adele ColemanHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC06-06-2018
Shane Paul MayeuxPark Avenue Securities LLCJ.P. Morgan Securities LLC$5005-25-2018
Katy Lynn HaneAvantax Investment Services, Inc.J.P. Morgan Securities LLC03-02-2018
Parker Christian LapeyreMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC10-30-2017
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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.