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
Joshua Tyler LowryE*TRADE Securities LLCJ.P. Morgan Securities LLC04-09-2020
Hugo L. JuarezWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-25-2019
Laura Marie SneadFidelity Brokerage Services LLCJ.P. Morgan Securities LLC03-01-2019
Michael C. LowderWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-10-2018
Tyler BinghamE*TRADE Securities LLCJ.P. Morgan Securities LLC12-05-2018
Kyle David NevaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-11-2018
Dustin Joseph BruceE*TRADE Securities LLCJ.P. Morgan Securities LLC06-13-2018
Shannon Nicole MontellMorgan StanleyJ.P. Morgan Securities LLC05-09-2018
Megan CrossFidelity Brokerage Services LLCJ.P. Morgan Securities LLC10-05-2017
Gavin Brent LambethLPL Financial LLCJ.P. Morgan Securities LLC11-28-2016
Hylan A. HarperLPL Financial LLCJ.P. Morgan Securities LLC10-03-2016
Andrew J. HarrisTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC09-29-2016
Bradley Julius SkibaKey Investment Services LLCJ.P. Morgan Securities LLC04-29-2016
James Brent CraigLPL Financial LLCJ.P. Morgan Securities LLC11-03-2015
Jared Jeffrey BitnerKey Investment Services LLCJ.P. Morgan Securities LLC10-19-2015
Timothy George WrightWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-28-2015
Mark Andrew FellowsWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-04-2015
Luiz Marques OliveiraKey Investment Services LLCJ.P. Morgan Securities LLC09-02-2015
Paul Lynn BithellMorgan StanleyJ.P. Morgan Securities LLC07-16-2015
Matthew L. McFarlandCUSO Financial Services, L.P.J.P. Morgan Securities LLC05-05-2015
Hugo L. JuarezJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC04-23-2015
Jeffrey Michael GumesonThe Caprock Group, Inc.J.P. Morgan Securities LLC02-27-2015
Miles W. ErtelFidelity Brokerage Services LLCJ.P. Morgan Securities LLC12-22-2014
Travis J. HeitzingerMorgan StanleyJ.P. Morgan Securities LLC11-13-2014
Taylor Wynn ThompsonE*TRADE Securities LLCJ.P. Morgan Securities LLC10-23-2014
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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.