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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Antun Domit IIIActinver Securities, Inc.J.P. Morgan Securities LLC12-16-2014
Samuel Elliot RodriguezAdvisor Resource CouncilJ.P. Morgan Securities LLC09-16-2016
Ricardo RamirezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-11-2019
Hanh T. TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Victor Hugo FuentesAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-19-2016
John Joseph CampioneAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-18-2015
Christopher M. ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Kyler P. NielsenAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC08-20-2019
Samuel Micah ValerioAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC07-17-2019
Ronald Terry ErnstAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC01-25-2019
Chantel G. AymondAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC06-08-2017
Fernando DiazAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC02-01-2017
Joshua Charles DvorakAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC11-23-2016
Steve Sam TawadrousAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC01-08-2016
Eduardo GutierrezAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC$1011-09-2015
Christopher Allen TaylorAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC06-16-2015
Gregory HolcombAvantax Investment Services, Inc.J.P. Morgan Securities LLC12-21-2017
Nathan Ryan BitnerAvantax Investment Services, Inc.J.P. Morgan Securities LLC02-11-2014
Jason Matthew AdamcikBB&T Investment Services, Inc.J.P. Morgan Securities LLC04-15-2016
Jesse GonzalezBBVA Compass Investment Solutions, Inc.J.P. Morgan Securities LLC04-26-2013
Kacie L. MosmeyerBBVA Compass Investment Solutions, Inc.J.P. Morgan Securities LLC04-24-2013
Shannon Marie TaylorBBVA Compass Investment Solutions, Inc.J.P. Morgan Securities LLC03-07-2013
Alejandra G. MedinaBBVA Compass Investment Solutions, Inc.J.P. Morgan Securities LLC02-07-2013
Juan Manuel RasconBBVA Compass Investment Solutions, Inc.J.P. Morgan Securities LLC01-11-2013
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Showing 1 to 25 of 601 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.