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
Petr M. StrizheusKey Investment Services LLCJ.P. Morgan Securities LLC12-05-2014
Jason W. HitchcockKey Investment Services LLCJ.P. Morgan Securities LLC10-30-2014
Michael LinKey Investment Services LLCJ.P. Morgan Securities LLC10-20-2014
Nirmal N. PrasadKey Investment Services LLCJ.P. Morgan Securities LLC10-16-2014
Yekaterina V. PechenyukKey Investment Services LLCJ.P. Morgan Securities LLC10-10-2014
Oscar A. MendezKey Investment Services LLCJ.P. Morgan Securities LLC10-10-2014
Daniel David KloucekKey Investment Services LLCMorgan Stanley08-26-2014
Jae Wan KohKey Investment Services LLCU.S. Bancorp Investments, Inc.$2505-05-2014
Deborah Ruth CalderKey Investment Services LLCJ.P. Morgan Securities LLC03-26-2014
Ryan J. AlderferKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-04-2013
William E. KernKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-24-2013
Lori Lynn NutterKey Investment Services LLCStifel, Nicolaus & Company, Incorporated07-09-2013
Krystal L. BaarsKey Investment Services LLCJ.P. Morgan Securities LLC05-07-2013
Brian Quinn ColemanKey Investment Services LLCCetera Investment Services LLC04-01-2013
Joseph S LeedomKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2013
Christopher WalkerKey Investment Services LLCOppenheimer & Co. Inc.01-08-2013
David Chaim KirchfeldKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2012
Scott Wayne MilamKey Investment Services LLCThe Huntington Investment Company11-20-2012
Kevin E. CurrierKey Investment Services LLCChase Investment Services Corp.10-18-2012
Shannon K PalmerKey Investment Services LLCWells Fargo Clearing Services, LLC08-20-2012
Neal GovernorKey Investment Services LLCChase Investment Services Corp.08-07-2012
Dan Craig McLaughlinKey Investment Services LLCU.S. Bancorp Investments, Inc.$5006-25-2012
Janine Williamson SatterfieldKey Investment Services LLCWells Fargo Clearing Services, LLC06-04-2012
Lane Ryan SteelKey Investment Services LLCEdward Jones$2501-01-2012
Jana Deann Williams-KaiserKey Investment Services LLCEdward Jones12-05-2011
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Showing 76 to 100 of 118 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.