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
Kevin P CraneKey Investment Services LLCJ.P. Morgan Securities LLC11-27-2012
Nea Sum ChinKey Investment Services LLCJ.P. Morgan Securities LLC01-16-2013
Kimberly Sarah ConnKey Investment Services LLCJ.P. Morgan Securities LLC07-24-2013
Jean Marie OttavianoKey Investment Services LLCJ.P. Morgan Securities LLC08-28-2013
Heidi R BornKey Investment Services LLCJ.P. Morgan Securities LLC10-17-2013
Maria C De CooKey Investment Services LLCJ.P. Morgan Securities LLC04-17-2014
Stacy Ann PaddonKey Investment Services LLCJ.P. Morgan Securities LLC08-20-2015
Kimberley Ann GuerreinKey Investment Services LLCJ.P. Morgan Securities LLC09-18-2015
Michael William HallmanKey Investment Services LLCJ.P. Morgan Securities LLC11-05-2015
Robert Evan CiprianoKey Investment Services LLCJ.P. Morgan Securities LLC12-07-2015
Azur SehovicKey Investment Services LLCJ.P. Morgan Securities LLC01-11-2016
Shane Patrick RileyKey Investment Services LLCJ.P. Morgan Securities LLC01-19-2016
El Hadji Samba Leye FallKey Investment Services LLCJ.P. Morgan Securities LLC02-17-2016
Roberto AlvarengaKey Investment Services LLCJ.P. Morgan Securities LLC02-18-2016
John M. O'Connor Jr.Key Investment Services LLCJ.P. Morgan Securities LLC10-20-2016
Bobbette DennisonKey Investment Services LLCJ.P. Morgan Securities LLC01-03-2017
Justin Richard KontosKey Investment Services LLCJ.P. Morgan Securities LLC02-07-2017
Michael Lentini Jr.Key Investment Services LLCJ.P. Morgan Securities LLC04-19-2017
Kayla Elizabeth RotherKey Investment Services LLCJ.P. Morgan Securities LLC05-03-2017
James D LeskaKey Investment Services LLCJ.P. Morgan Securities LLC07-31-2017
Luis CabralKey Investment Services LLCJ.P. Morgan Securities LLC12-22-2017
Nasrin M AbdulhamidKey Investment Services LLCJ.P. Morgan Securities LLC09-17-2018
Michael Loren TetamoreKey Investment Services LLCJ.P. Morgan Securities LLC10-23-2018
Paul Michael BryanKey Investment Services LLCJ.P. Morgan Securities LLC02-22-2019
Jessica Lynn CarrKey Investment Services LLCJ.P. Morgan Securities LLC03-20-2019
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Showing 1 to 25 of 32 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.