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
Kevin E. SneadWintrust Investments LLCJ.P. Morgan Securities LLC01-10-2020
Seemi Ejaz BajwaBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC02-04-2020
Creighton Michael DraccaWintrust Investments LLCJ.P. Morgan Securities LLC01-10-2020
Anthony Robert EdwardsNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC12-13-2019
Christopher G. ClausonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-19-2019
Robert Duncan AikinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-10-2019
Sherri K. GibbsBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC05-30-2019
Joseph Jordan BachmeyerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC02-13-2019
Tyler Alexander JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-21-2018
Paula R. SimonNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC09-19-2017
Nicholas James CorrenteB. C. Ziegler and CompanyJ.P. Morgan Securities LLC05-04-2017
James A. MaglioccoAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC04-11-2017
Lindsey R WilkeBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC03-28-2017
Tina Marie GlaserAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC07-06-2016
Katey Lynn RoskopfLPL Financial LLCJ.P. Morgan Securities LLC06-06-2016
Nicholas Jon DewsnapChurchill Management GroupJ.P. Morgan Securities LLC04-29-2016
Randall Stuart KurtzThrivent Investment Management Inc.J.P. Morgan Securities LLC04-15-2016
Dalip Singh ChadhaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC08-10-2015
Ingrid Cinthia NastBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-30-2015
Scott James BurnoskiBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-13-2015
Kevin William BreckenfelderLPL Financial LLCJ.P. Morgan Securities LLC03-10-2015
Brad Jon BrinkmeierLPL Financial LLCJ.P. Morgan Securities LLC12-22-2014
Bethany Ann MacdonaldWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC12-19-2014
Lisa M HallPNC InvestmentsJ.P. Morgan Securities LLC10-31-2014
Hassan Syed AkhtarWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-30-2014
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.