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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Luke LaughlinJ.P. Morgan Securities LLCTD Ameritrade, Inc.02-19-2020
Haley Allison GambleJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-05-2020
Adam Wade HewettJ.P. Morgan Securities LLCEdward Jones12-18-2019
Ahmad HussainJ.P. Morgan Securities LLCEdward Jones10-22-2019
Preston David WattsJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.09-09-2019
Brady Alan JacobsenJ.P. Morgan Securities LLCPruco Securities, LLC.08-07-2019
Jesse Michael ConaryJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-08-2019
Cameron Thomas HowardJ.P. Morgan Securities LLCMorgan Stanley04-02-2019
Elena L Taylor WelchJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2018
Gozde Claire CannarellaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-16-2018
Benjamin Lane HopperJ.P. Morgan Securities LLCKey Investment Services LLC09-10-2018
Philip DublinJ.P. Morgan Securities LLCEdward Jones09-06-2018
Jacob L. SheltonJ.P. Morgan Securities LLCMorgan Stanley08-31-2018
Adam Wade HewettJ.P. Morgan Securities LLCMorgan Stanley$2508-10-2018
Russell Milner Cleveland IIJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-22-2018
Victoria Elizabeth GentileJ.P. Morgan Securities LLCAXA Advisors, LLC05-17-2018
Dillon Michael BurkeJ.P. Morgan Securities LLCEdward Jones05-04-2018
Karina Y. HernandezJ.P. Morgan Securities LLCKey Investment Services LLC04-05-2018
Michael Wayne PowellJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-05-2018
Scott Alan ReinkeJ.P. Morgan Securities LLCVanguard Marketing Corporation12-13-2017
Stefano Mario ListellaJ.P. Morgan Securities LLCGreat Point Capital LLC11-11-2017
Diana Liliana WojcikJ.P. Morgan Securities LLCWaddell & Reed08-16-2017
Samuel Richard Brackeen IVJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-26-2017
Vincent Maimboti DhliwayoJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-02-2017
Amanda L. RainesJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-16-2016
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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.