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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Martin C BuchananJ.P. Morgan Securities LLCEdward Jones03-18-2013
Jace YeungJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC07-05-2013
Ashley Micheal RowlandJ.P. Morgan Securities LLCAXA Advisors, LLC03-14-2014
James Jeffrey McCombsJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-27-2014
Charles Andre ReynoldsJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.07-09-2014
Donald Shane HowatJ.P. Morgan Securities LLCMcDermott Advisory Group, LLC10-15-2014
Michael Anthony ConnerJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-22-2015
Jeffrey Kyle KitchensJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-26-2015
Mark RepasyJ.P. Morgan Securities LLCAXA Advisors, LLC03-23-2015
John Paul YeagerJ.P. Morgan Securities LLCEdward Jones04-02-2015
Braden James TylerJ.P. Morgan Securities LLCMorgan Stanley01-22-2016
Michael Hayden BakerJ.P. Morgan Securities LLCVSR Financial Services, Inc.03-09-2016
Jerimiah Christino RigginsJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC01-20-2017
Hugo Reynaldo Silva IIIJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-20-2017
Kenneth Scott DonalsonJ.P. Morgan Securities LLCLPL Financial LLC04-21-2017
Jason A WhitlockJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.04-24-2017
Mary Adele DolmanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-11-2017
Brett Matthew BengeJ.P. Morgan Securities LLCLegacy Advisory Group, LLC01-30-2018
Jonathan Frederick UsitaloJ.P. Morgan Securities LLCMorgan Stanley03-29-2018
Dustin Cody RipleyJ.P. Morgan Securities LLCGoldman Sachs & Co.04-20-2018
James Patrick Omalley Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-02-2018
Heather Lee FuhrJ.P. Morgan Securities LLCMorgan Stanley$1,00007-10-2018
Zachariah ZuhdiJ.P. Morgan Securities LLCMorgan Stanley11-26-2018
Peter Walter VitaliJ.P. Morgan Securities LLCAvantax Investment Services, Inc.12-19-2018
Zack Tyler SkinnerJ.P. Morgan Securities LLCBOK Financial Securities, Inc.03-15-2019
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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.