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
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Andrew R. CromanJ.P. Morgan Securities LLCPNC Investments10-02-2018
Ryan John MikelonisJ.P. Morgan Securities LLCPNC Investments$2510-01-2018
Ryan P. BaileyJ.P. Morgan Securities LLCPNC Investments07-19-2018
Ilija DjukicJ.P. Morgan Securities LLCPNC Investments10-26-2017
Eric Rene BeanJ.P. Morgan Securities LLCPNC Investments06-27-2017
Matthew A. JunstromJ.P. Morgan Securities LLCPNC Investments06-22-2017
Dominic Anthony DiorioJ.P. Morgan Securities LLCPNC Investments11-04-2016
Franklin Joseph GiovannelliJ.P. Morgan Securities LLCPNC Investments09-23-2016
Heather L. RussellJ.P. Morgan Securities LLCPNC Investments07-13-2016
Ryan Edward KanzJ.P. Morgan Securities LLCPNC Investments06-23-2016
Marco Angelo ComichistaJ.P. Morgan Securities LLCPNC Investments03-23-2016
Chad E. AdamsJ.P. Morgan Securities LLCPNC Investments02-04-2016
Matthew P ThomasJ.P. Morgan Securities LLCPNC Investments10-16-2015
Anne Inez HoweJ.P. Morgan Securities LLCPNC Investments06-02-2015
Susan Ann MascarelliJ.P. Morgan Securities LLCPNC Investments02-06-2015
Douglas James BaylorJ.P. Morgan Securities LLCPNC Investments06-24-2014
Kathryn A. FawcettJ.P. Morgan Securities LLCPNC Investments04-23-2014
Crystalline Dorothy BryantJ.P. Morgan Securities LLCPNC Investments03-22-2014
Christopher John HouserJ.P. Morgan Securities LLCPNC Investments11-01-2013
Myah Moore IrickJ.P. Morgan Securities LLCPNC Investments05-31-2013
Thomas Michael BirkleyJ.P. Morgan Securities LLCPNC Investments04-29-2013
Jerry D. HallJ.P. Morgan Securities LLCPNC Investments04-29-2013

Showing 1 to 23 of 23 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.