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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary Adam DeckerJ.P. Morgan Securities LLCWesBanco Securities, Inc.12-08-2015
James Lee GronefeldJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.11-08-2018
Julia Ann BoronJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.04-16-2018
Gerald Lamar OwensJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.01-22-2019
Bernard Vincent McManus IIJ.P. Morgan Securities LLCUnited Brokerage Services, Inc10-02-2018
Kody Michael FisherJ.P. Morgan Securities LLCUnited Brokerage Services, Inc07-25-2016
Renee Ann MilyioriJ.P. Morgan Securities LLCUBS Financial Services Inc.$5011-29-2018
Ericka Marie McIntireJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.01-23-2017
Daniel Joseph BrownJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.10-21-2016
William Joseph Haddow Jr.J.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.11-16-2012
Diana H. NamkoongJ.P. Morgan Securities LLCThe Huntington Investment Company08-22-2014
Michael Todd MooreJ.P. Morgan Securities LLCThe Huntington Investment Company12-02-2013
Casey D. RainsJ.P. Morgan Securities LLCTD Ameritrade, Inc.07-24-2014
Kevin Francis FinnJ.P. Morgan Securities LLCTD Ameritrade Clearing, Inc.03-18-2016
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Ryan P. BaileyJ.P. Morgan Securities LLCPNC Investments07-19-2018
Ilija DjukicJ.P. Morgan Securities LLCPNC Investments10-26-2017
Matthew A. JunstromJ.P. Morgan Securities LLCPNC Investments06-22-2017
Ryan Edward KanzJ.P. Morgan Securities LLCPNC Investments06-23-2016
Chad E. AdamsJ.P. Morgan Securities LLCPNC Investments02-04-2016
Matthew P ThomasJ.P. Morgan Securities LLCPNC Investments10-16-2015
Myah Moore IrickJ.P. Morgan Securities LLCPNC Investments05-29-2013
Thomas Michael BirkleyJ.P. Morgan Securities LLCPNC Investments04-29-2013
Jordan Paul KnightJ.P. Morgan Securities LLCOneAmerica Securities, Inc.05-13-2015
Fatima Malgapo MolinaJ.P. Morgan Securities LLCNYLIFE Securities LLC11-27-2015
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Showing 1 to 25 of 150 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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