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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron J. MorgensternAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC04-16-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Abraham Ramos BustamanteUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC09-19-2018
Adam J. TlustyFiduciary Counselling IncJ.P. Morgan Securities LLC08-07-2018
Alain Richard GardnerWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$1109-14-2018
Alcides H. Gonzalez VillatoroWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-19-2018
Alexander Jose FlorMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-04-2018
Alissa Ellen DepueMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-23-2018
Amela RakovacWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC06-11-2018
Aneudy Agustin PayanoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC05-01-2018
Angel Ivan CruzWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-26-2018
Angelina Marie CumminsMorgan StanleyJ.P. Morgan Securities LLC04-30-2018
Angus S. McdonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-17-2018
Anthony Dano GiniMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-18-2018
Anthony Vincent MannoSantander Securities LLCJ.P. Morgan Securities LLC04-02-2018
Antoine Samir AbinaderWestern International Securities, Inc.J.P. Morgan Securities LLC$5004-06-2018
Antonina VicariCitigroup Global Markets Inc.J.P. Morgan Securities LLC$15009-18-2018
Benjamin KaplowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15011-01-2018
Beverly Mae NelsonBBVA Securities Inc.J.P. Morgan Securities LLC05-22-2018
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Brian SanchezMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15007-23-2018
Bruno Rodolfo NaranjoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-19-2018
Cameron J. PetrasUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC03-08-2018
Camilo Humberto GarciaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-19-2018
Carlos Andres CastanedaRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-20-2018
Next Page »

Showing 1 to 25 of 258 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.