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
Benjamin Lane HopperKey Investment Services LLCWaddell & Reed02-19-2016
Caroline BakerKey Investment Services LLCJ.P. Morgan Securities LLC09-09-2016
Coleman Andrew WebbKey Investment Services LLCJ.P. Morgan Securities LLC12-04-2014
Daniel Vladimirovich ZamoshnikovKey Investment Services LLCWaddell & Reed09-20-2018
Elliott Hamilton WedamKey Investment Services LLCForesters Financial Services, Inc.12-12-2016
Heather L SharpKey Investment Services LLCChase Investment Services Corp.03-23-2011
Hung S ButzerKey Investment Services LLCEdward Jones09-12-2019
James Henry SkinnerKey Investment Services LLCJ.P. Morgan Securities LLC05-17-2017
Jan Mark StouberKey Investment Services LLCU.S. Bancorp Investments, Inc.$5011-19-2013
Jane HaviceKey Investment Services LLCKey Investment Services LLC10-16-2009
Jason M. HuynhKey Investment Services LLCJ.P. Morgan Securities LLC02-25-2015
Jordan David YoungKey Investment Services LLCNorthwestern Mutual Investment Services, LLC06-07-2016
Joseph Henry ElsasserKey Investment Services LLCEdward Jones03-20-2012
Joseph Maury StraussKey Investment Services LLCEdward Jones01-15-2019
Joyce Chemutai-LoveKey Investment Services LLCWells Fargo Clearing Services, LLC06-13-2017
Justin N. JenkinsKey Investment Services LLCWells Fargo Clearing Services, LLC11-08-2018
Karina Y. HernandezKey Investment Services LLCJ.P. Morgan Securities LLC11-04-2014
Kevin Byron PalkeKey Investment Services LLCJ.P. Morgan Securities LLC04-21-2015
Luis Enrique MancipeKey Investment Services LLCWells Fargo Clearing Services, LLC01-10-2018
Matthew Mark KofronKey Investment Services LLCWamu Investments, Inc.01-23-2009
Minh Ngoc Thi FerrisKey Investment Services LLCNorthwestern Mutual Investment Services, LLC12-21-2016
Nicholas Garcia KaufmanKey Investment Services LLCState Farm VP Management Corp.08-04-2016
Parker R. HardtKey Investment Services LLCWaddell & Reed10-26-2016
Patrick Matthew HaleKey Investment Services LLCSII Investments, Inc.04-22-2009
Paul Kevin McmenamyKey Investment Services LLCJ.P. Morgan Securities LLC01-26-2018
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Showing 1 to 25 of 42 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.