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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Youssef HodrojCitizens Securities, Inc.J.P. Morgan Securities LLC05-10-2018
Vanessa Sofia KnudsenCitizens Securities, Inc.J.P. Morgan Securities LLC03-26-2018
Andrew Richard DusenburyCitizens Securities, Inc.J.P. Morgan Securities LLC03-22-2018
Beth Jannette BrooksCitizens Securities, Inc.J.P. Morgan Securities LLC09-28-2016
Carly Diane WaltersCitizens Securities, Inc.J.P. Morgan Securities LLC06-02-2016
Jeff A. DuncanCitizens Securities, Inc.J.P. Morgan Securities LLC03-22-2016
John Kenneth Lawrence GloverCitizens Securities, Inc.J.P. Morgan Securities LLC03-16-2016
Matthew A. WrennCitizens Securities, Inc.J.P. Morgan Securities LLC07-02-2015
Michael Wayne DixonCitizens Securities, Inc.J.P. Morgan Securities LLC05-27-2015
Marquetta Ann MarksCitizens Securities, Inc.J.P. Morgan Securities LLC01-23-2015
Tahshamika Nakecia MitchellCitizens Securities, Inc.J.P. Morgan Securities LLC10-30-2014
Aaron O MarshCitizens Securities, Inc.J.P. Morgan Securities LLC06-06-2014
Hanna S. AwwadCitizens Securities, Inc.J.P. Morgan Securities LLC05-30-2014
Danielle S. WashingtonCitizens Securities, Inc.J.P. Morgan Securities LLC07-11-2013
Lamon Rhnard JacksonCitizens Securities, Inc.J.P. Morgan Securities LLC12-17-2012
Crystal Lynn BainCitizens Securities, Inc.J.P. Morgan Securities LLC11-21-2012
Carrie Lea HorvathCitizens Securities, Inc.J.P. Morgan Securities LLC$1011-02-2012

Showing 1 to 17 of 17 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.