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
Hanh T. TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Michael KhouryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Mark Andrew SuttonAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC11-19-2018
Morgan Lee MudgeAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC$10011-08-2018
Tosha Nichole ThompsonAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC10-17-2018
Janelle R. DaleyBankers Life Securities, Inc.J.P. Morgan Securities LLC11-13-2018
Jaime LegarretaBBVA Securities Inc.J.P. Morgan Securities LLC01-10-2019
Myra Ann HaydenBBVA Securities Inc.J.P. Morgan Securities LLC$20012-26-2018
William Brian HemsworthBBVA Securities Inc.J.P. Morgan Securities LLC12-26-2018
Daniel DahmaniBBVA Securities Inc.J.P. Morgan Securities LLC11-27-2018
Jose David CamposBBVA Securities Inc.J.P. Morgan Securities LLC$25011-26-2018
Jose Wilfredo PalaciosBBVA Securities Inc.J.P. Morgan Securities LLC11-07-2018
Joseph Anthony BarbourBBVA Securities Inc.J.P. Morgan Securities LLC$10011-06-2018
Samson Machoka OrinaCiti Private Advisory, LLCJ.P. Morgan Securities LLC12-20-2018
Jehnna Alisa WhiteCitigroup Global Markets Inc.J.P. Morgan Securities LLC11-29-2018
Jackeline Asencio-LopezCitigroup Global Markets Inc.J.P. Morgan Securities LLC$10011-07-2018
Carlos Alberto MoncaleanoCitigroup Global Markets Inc.J.P. Morgan Securities LLC11-06-2018
Rachelle M. Flood KupelianCitigroup Global Markets Inc.J.P. Morgan Securities LLC11-05-2018
Nadim Habib ToumaCitigroup Global Markets Inc.J.P. Morgan Securities LLC10-18-2018
Elva I. DominguezCitigroup Global Markets Inc.J.P. Morgan Securities LLC10-17-2018
Christopher Crandler CrowsonComerica SecuritiesJ.P. Morgan Securities LLC$15012-04-2018
Aria KrumwiedeDowling & Yahnke, LLCJ.P. Morgan Securities LLC11-16-2018
Carol Ysabel BeckettEdelman Financial Services LLCJ.P. Morgan Securities LLC10-17-2018
Jeffrey Philip BordenEdward JonesJ.P. Morgan Securities LLC$10011-30-2018
Joseph Delmonte Hubbard IIIEdward JonesJ.P. Morgan Securities LLC11-23-2018
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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.