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
Timothy James RabbittJ.P. Morgan Securities LLCAllstate Financial Services, LLC04-11-2019
Bradley Patrick StarkenJ.P. Morgan Securities LLCAssociated Investment Services, Inc.05-11-2016
Edward Austin ScherrJ.P. Morgan Securities LLCAssociated Investment Services, Inc.$5005-31-2013
Todd Michael SchoenwalderJ.P. Morgan Securities LLCAssociated Investment Services, Inc.05-28-2013
John Robert Wasikowski Jr.J.P. Morgan Securities LLCAssociated Investment Services, Inc.05-28-2013
Zachary R MichaelJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.06-11-2018
Tanisha Cashon ShabazzJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-06-2016
John Patrick ReillyJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.$2511-18-2015
Charles Richard TimmermanJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.10-07-2013
Justin Mark LevanetzJ.P. Morgan Securities LLCCetera Investment Services LLC12-18-2012
Gerald Wayne ThomasJ.P. Morgan Securities LLCCitigroup Global Markets Inc.09-03-2014
Robert Francis SchneiderJ.P. Morgan Securities LLCCleary Gull Inc.$10001-29-2015
Sarah A GregoryJ.P. Morgan Securities LLCCUNA Brokerage Services, Inc.06-06-2016
Brendan FlynnJ.P. Morgan Securities LLCEdward Jones11-21-2016
Jeane Mardi SchellJ.P. Morgan Securities LLCEdward Jones06-02-2016
Robert Sojourner LagrantJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$5009-19-2018
William Ivan Hornbuckle IVJ.P. Morgan Securities LLCFidelity Personal and Workplace Advisors02-05-2020
Brent Devon GriffinJ.P. Morgan Securities LLCFifth Third Securities, Inc.07-15-2013
John Joseph O'Hare IIJ.P. Morgan Securities LLCGeneva Capital Management LLC03-30-2009
Elisabeth Maria Sammer-KohlsJ.P. Morgan Securities LLCINVEST Financial Corporation03-03-2015
Tim Lee HenkeJ.P. Morgan Securities LLCINVEST Financial Corporation09-12-2014
Kathleen Nicole GudeJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC12-17-2019
Gregory Allen SiegelJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC01-04-2016
Peter A. WittryJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC06-12-2014
Dalip Singh ChadhaJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC03-04-2014
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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.