A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Alexander Poche IIIWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$10003-13-2009
Kevin Francis KnoblochWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC03-13-2009
Shaun Arthur BurnsWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$15003-13-2009
Marguerite Claudia KnightMorgan StanleyJ.P. Morgan Securities LLC05-06-2011
Robyn Richaud HornsbyMorgan StanleyJ.P. Morgan Securities LLC06-01-2011
Clinton Mckinley HurstMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-28-2012
Sarah Elizabeth HornsbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-28-2012
Jonathan Rife HighRaymond James Financial Services, Inc.J.P. Morgan Securities LLC04-09-2012
Byron G PrejeanNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC11-09-2012
John Delaney FosterCapital One Investment Services LLCJ.P. Morgan Securities LLC12-17-2012
Jason A. LicataCapital One Investment Services LLCJ.P. Morgan Securities LLC01-01-2013
Jon Scott Gwatney Jr.Morgan StanleyJ.P. Morgan Securities LLC04-15-2013
Bridget Ann HalingMorgan StanleyJ.P. Morgan Securities LLC05-30-2013
Brian Joseph FlynnLPL Financial LLCJ.P. Morgan Securities LLC$5007-03-2013
Megan O. Motes CochranLPL Financial LLCJ.P. Morgan Securities LLC07-08-2013
Anthony Clyde GrayEdward JonesJ.P. Morgan Securities LLC07-17-2013
Benjamin Paul ThibodeauxState Farm VP Management Corp.J.P. Morgan Securities LLC09-10-2013
Jeffrey Scott LeavellCapital One Investment Services LLCJ.P. Morgan Securities LLC11-04-2013
Marguerite Faulkner MoisioHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC12-20-2013
Adam Perry GreeneHancock Whitney Investment Services Inc.J.P. Morgan Securities LLC02-11-2014
Patrick W. JordanState Farm VP Management Corp.J.P. Morgan Securities LLC02-21-2014
Jerome Carnell WhitneyLPL Financial LLCJ.P. Morgan Securities LLC03-05-2014
Hanh Thai WilliamsMorgan StanleyJ.P. Morgan Securities LLC04-04-2014
Randall L. Bowser IIState Farm VP Management Corp.J.P. Morgan Securities LLC05-12-2014
Kyli Blanchard VaughnUBS Financial Services Inc.J.P. Morgan Securities LLC06-17-2014
Next Page »

Showing 1 to 25 of 93 entries

Page 1 | 2 | 3 | 4

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.