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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Jonathan HoffmanJ.P. Morgan Securities LLCKey Investment Services LLC$10008-17-2009
Scott Paul VianoJ.P. Morgan Securities LLCKey Investment Services LLC$25012-07-2012
Scott A. ConradJ.P. Morgan Securities LLCKey Investment Services LLC$10001-28-2013
Matthew A NutterJ.P. Morgan Securities LLCKey Investment Services LLC04-01-2014
RICHARD KEITH DYSONJ.P. Morgan Securities LLCKey Investment Services LLC07-28-2014
David Allen CorbinJ.P. Morgan Securities LLCKey Investment Services LLC04-14-2015
Chelsea Ann HavrillaJ.P. Morgan Securities LLCKey Investment Services LLC12-03-2015
Todd Allen HelberJ.P. Morgan Securities LLCKey Investment Services LLC02-08-2016
Allison Leigh AdkinsJ.P. Morgan Securities LLCKey Investment Services LLC07-06-2016
Shelly Ann ThomasJ.P. Morgan Securities LLCKey Investment Services LLC$15010-04-2016
Spencer OrourkeJ.P. Morgan Securities LLCKey Investment Services LLC08-10-2017
Tylor T. MathesonJ.P. Morgan Securities LLCKey Investment Services LLC08-10-2017
Karl Ryan PurvisJ.P. Morgan Securities LLCKey Investment Services LLC12-16-2019

Showing 1 to 13 of 13 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.