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
Benjamin KaplowitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15011-01-2018
Carlos Alberto MoncaleanoCitigroup Global Markets Inc.J.P. Morgan Securities LLC11-06-2018
Carol Ysabel BeckettEdelman Financial Services LLCJ.P. Morgan Securities LLC10-17-2018
Danielle Roberta Rochelle StanleyPFS Investments Inc.J.P. Morgan Securities LLC01-09-2019
Derek Craig RussoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Erasmo Radhames SosaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Jackeline Asencio-LopezCitigroup Global Markets Inc.J.P. Morgan Securities LLC$10011-07-2018
Jacqueline RahnMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10012-07-2018
Jason Ross GenoveseMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10001-11-2019
Jehnna Alisa WhiteCitigroup Global Markets Inc.J.P. Morgan Securities LLC11-29-2018
Jonathan DicentMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Jonathan J PezoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC12-05-2018
Manan Balendra AminMorgan StanleyJ.P. Morgan Securities LLC10-26-2018
Martin Nicolas LarrosaSantander Securities LLCJ.P. Morgan Securities LLC12-20-2018
Michael Loren TetamoreKey Investment Services LLCJ.P. Morgan Securities LLC10-23-2018
Michele Ann PasqualinaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10010-12-2018
Reynaldo Antonio OrtizMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Szehaw PhangHSBC Securities (USA) Inc.J.P. Morgan Securities LLC10-17-2018
William Michael MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15001-02-2019
Yury Frined OrtigozaSantander Securities LLCJ.P. Morgan Securities LLC10-25-2018

Showing 1 to 20 of 20 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.