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
Morris MurcianoChase Investment Services Corp.Edward Jones04-01-2009
Orit DaninoChase Investment Services Corp.Edward Jones05-18-2009
Richard Aram AvdoyanVoya Financial Advisors, Inc.Edward Jones08-13-2009
Judith Ann LassekLPL Financial LLCEdward Jones$1009-11-2009
Stephen AbbottCUNA Brokerage Services, Inc.Edward Jones10-08-2009
Inderjit Singh SamraChase Investment Services Corp.Edward Jones11-30-2009
Stephen Miller McFaddenInvestacorp, Inc.Edward Jones01-11-2010
Peter D. SukeenaAXA Advisors, LLCEdward Jones01-26-2010
Alexander L. SkabryCapital Guardian, LLCEdward Jones03-22-2010
Bryan S. HwangFidelity Brokerage Services LLCEdward Jones05-03-2010
Randy Scott BernsteinChase Investment Services Corp.Edward Jones$1005-24-2010
Shaun Harold KimballLPL Financial LLCEdward Jones06-23-2010
Kenneth I WeinsteinChase Investment Services Corp.Edward Jones07-19-2010
Devon Sean NolanESL Investment Services, LLCEdward Jones07-27-2010
Marc Thomas LarreaNYLIFE Securities LLCEdward Jones07-30-2010
David Matthew AndersenMorgan StanleyEdward Jones07-30-2010
Brian William DalyChase Investment Services Corp.Edward Jones10-25-2010
Choddie Toi BryantMetLife Securities Inc.Edward Jones$1011-20-2010
Brent Warren SalamoneChase Investment Services Corp.Edward Jones$1011-22-2010
Curtis Robert RegruitLPL Financial LLCEdward Jones11-26-2010
David Jon MikulaMorgan StanleyEdward Jones$2511-30-2010
George Nicholas BrownRaymond James Financial Services, Inc.Edward Jones$15012-06-2010
Cordula Ursula DandarawAXA Advisors, LLCEdward Jones12-09-2010
Joseph Anthony Percacciolo IVChase Investment Services Corp.Edward Jones12-20-2010
Michael Minwoo ChongMorgan StanleyEdward Jones02-07-2011
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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.