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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher David SheetsJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Forrest R. GreenJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Brett Adam LangbertJ.P. Morgan Securities LLCAllianceBernstein L.P.08-07-2018
Jeffrey M. NicholsJ.P. Morgan Securities LLCAllstate Financial Services, LLC10-30-2018
Mircea CorchesJ.P. Morgan Securities LLCAllstate Financial Services, LLC05-14-2018
Gregory Michael AdamczykJ.P. Morgan Securities LLCAlpha Cubed Investments, LLC11-28-2018
Tigran AreshianJ.P. Morgan Securities LLCAmerican Financial Network Advisory Services, LLC12-18-2018
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC12-14-2018
Samer Ibrahim Jabra DeirJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-15-2018
Victoria Anne TroccoliJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC11-01-2018
Jason Brice MeekJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC09-24-2018
George Joseph LesnikJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC$5006-07-2018
Pamela Lea FrederickJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC01-30-2018
Jared Michael TryonJ.P. Morgan Securities LLCArbor Research & Trading, LLC09-25-2018
Peter Walter VitaliJ.P. Morgan Securities LLCAvantax Investment Services, Inc.12-19-2018
Andrew ClarkeJ.P. Morgan Securities LLCAXA Advisors, LLC01-03-2019
Harold John Gordon IIIJ.P. Morgan Securities LLCAXA Advisors, LLC12-14-2018
Anthony Michael ReboliniJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2018
Sean Patrick ClemmonsJ.P. Morgan Securities LLCAXA Advisors, LLC12-07-2018
Sheffield Allen TurnerJ.P. Morgan Securities LLCAXA Advisors, LLC10-24-2018
Kevin M. LeeJ.P. Morgan Securities LLCAXA Advisors, LLC09-27-2018
Ryan C. DemarcoJ.P. Morgan Securities LLCAXA Advisors, LLC08-23-2018
Austin J. BryanJ.P. Morgan Securities LLCAXA Advisors, LLC08-22-2018
Evan David JordanJ.P. Morgan Securities LLCAXA Advisors, LLC08-16-2018
Eric Nicholas ManginJ.P. Morgan Securities LLCAXA Advisors, LLC08-13-2018
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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.