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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jabari Ali MorganLPL Financial LLCJ.P. Morgan Securities LLC03-02-2018
Damon Scott DozierLPL Financial LLCJ.P. Morgan Securities LLC11-30-2017
Brent A. WilliamsLPL Financial LLCJ.P. Morgan Securities LLC$10010-02-2017
Jeff S. RobinLPL Financial LLCJ.P. Morgan Securities LLC12-15-2016
Karl Dexter GrahamLPL Financial LLCJ.P. Morgan Securities LLC$10011-01-2016
Robert Deane Lenertz Jr.LPL Financial LLCJ.P. Morgan Securities LLC$25010-18-2016
Lisa Michelle ConnerLPL Financial LLCJ.P. Morgan Securities LLC09-02-2016
Mitchell Don LiesmannLPL Financial LLCJ.P. Morgan Securities LLC08-22-2016
Brian Orinthal ButlerLPL Financial LLCJ.P. Morgan Securities LLC$13008-16-2016
Amber C AllenLPL Financial LLCJ.P. Morgan Securities LLC04-22-2016
Jair Javier Gamiz-SilveyraLPL Financial LLCJ.P. Morgan Securities LLC12-14-2015
Maria Carmen Del ValenciaLPL Financial LLCJ.P. Morgan Securities LLC10-08-2015
David Lee BrownLPL Financial LLCJ.P. Morgan Securities LLC09-30-2015
Scott Brad DeanLPL Financial LLCJ.P. Morgan Securities LLC$25009-29-2015
Marcus JassoLPL Financial LLCJ.P. Morgan Securities LLC$10007-02-2015
Richard Edward Talbot Jr.LPL Financial LLCJ.P. Morgan Securities LLC$10001-05-2015
Olimpo Salinas Jr.LPL Financial LLCJ.P. Morgan Securities LLC$25011-14-2014
Miguel LozanoLPL Financial LLCJ.P. Morgan Securities LLC$25011-13-2014
Joseph Leonard JimenezLPL Financial LLCJ.P. Morgan Securities LLC$10008-20-2014
Elizabeth M AndersonLPL Financial LLCJ.P. Morgan Securities LLC01-03-2014
Carlos A SalazarLPL Financial LLCJ.P. Morgan Securities LLC12-18-2012
Jair Javier Gamiz-SilveyraLPL Financial LLCJ.P. Morgan Securities LLC12-18-2012
Randall Bruce BlinnLPL Financial LLCJ.P. Morgan Securities LLC$10012-14-2012
Jason P MartinezLPL Financial LLCJ.P. Morgan Securities LLC$50012-14-2012

Showing 1 to 24 of 24 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.