DFX Intelligence
Advisor moves
Arrivals at J.P. Morgan Private Wealth Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brad Waitrovich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 12, 2022 | Jul 5, 2023 (539 d) |
| Michelle L Alfano | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 11, 2022 | Jan 7, 2022 |
| David Kenny | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 11, 2022 | Jan 7, 2022 |
| Stephen M Stabile | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 7, 2022 |
| Adam C Hirsch | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 7, 2022 |
| Marisa L Mccallum | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 7, 2022 |
| Natalie Flerx | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 7, 2022 |
| Lauren Zuckerman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 3, 2022 | Jan 4, 2022 |
| Travis N Leatherman | Wells Fargo Advisors wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 23, 2021 | Dec 21, 2021 |
| Ketan Desai | Steward Partners Investment Solutions, LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 17, 2021 | Dec 22, 2021 |
| Kim-Tieng Tear Baron | UBS Financial Services Inc. wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 16, 2021 | Dec 8, 2021 |
| Maxwell Douglas Peckler | UBS Financial Services Inc. wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 9, 2021 | Mar 4, 2022 (85 d) |
| Lissette Julmir Espana | Citigroup Global Markets Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2021 | Mar 28, 2022 (139 d) |
| Justin Chamberlain | J.P. Morgan Securities LLC wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 24, 2021 | Oct 26, 2021 |
| David Munoz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 19, 2021 | Oct 15, 2021 |
| Christina Tuzza | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 19, 2021 | Oct 18, 2021 |
| Charles Rodgers | Wells Fargo Advisors wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 15, 2021 | Oct 8, 2021 |
| Michael C Morrone | Wells Fargo Advisors wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 15, 2021 | Oct 8, 2021 |
| John C. Veit | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 7, 2021 | Oct 18, 2021 |
| Derrick Chao | Citigroup Global Markets Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 4, 2021 | Apr 14, 2022 (192 d) |
| Tania L Gordon | RBC Capital Markets, LLC national BD | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2021 | Sep 21, 2021 |
| Ryan Padreddii | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2021 | Mar 7, 2022 (166 d) |
| Ashley Evans | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2021 | Aug 27, 2021 |
| Alexandra Elizabeth Cooley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2021 | Aug 27, 2021 |
| Alexander Cutting Plum | Gwn Securities Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2021 | Nov 29, 2022 (457 d) |
| Scott Everett Morrison | Pruco Securities, LLC BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2021 | Oct 25, 2021 (60 d) |
| Jaclyn Diane Andrews | Wells Fargo Advisors wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2021 | Aug 4, 2021 |
| Alisa Melkonyan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2021 | Jan 21, 2022 (170 d) |
| Oliver Louis Sun | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 26, 2021 | Jun 21, 2022 (330 d) |
| Nicholas Lee | UBS Financial Services Inc. wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 12, 2021 | Jul 7, 2021 |
| Matthew Christopher Kelley | Commonwealth Financial Network national BD | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2021 | Aug 10, 2021 (32 d) |
| Matthew P Macmichael | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2021 | Jul 9, 2021 |
| Janine Louise Trujillo | Raymond James & Associates, Inc. national BD | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2021 | Jun 15, 2021 |
| Michael Walsh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2021 | Jun 29, 2021 |
| Sarah Joshi | Mcadam LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 24, 2021 | Apr 9, 2021 |
| Byron Ely Valles | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2021 | Jun 16, 2021 |
| Charles Mitchel Guittari | E*Trade Capital Management, LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 10, 2021 | Jun 15, 2021 |
| Terance Takyi | J.P. Morgan Securities LLC wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2021 | Jun 7, 2021 |
| Benjamin Russell Hauge | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2021 | Jun 3, 2021 |
| Molly Kate Williams Stelmar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 2, 2021 | Jun 15, 2021 |
| Scott Matthew Grenert | J.P. Morgan Securities LLC wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 27, 2021 | May 25, 2021 |
| Kevin Henry Macintyre | J.P. Morgan Securities LLC wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 27, 2021 | Aug 17, 2021 (82 d) |
| Jeffrey Steven Gomer | J.P. Morgan Securities LLC wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 27, 2021 | Dec 23, 2021 (210 d) |
| Howard Lee Horowitz | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Ed Wentzheimer | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Elena O Saveleva | Ameriprise Financial Services, LLC national BD | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2021 | Jun 18, 2021 (39 d) |
| Amanda Ricchiuti | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Jeffrey Rozenberg | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Michael Yeung | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Sebastian Komuda | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2021 | Apr 16, 2021 |
| Natalie Rose Taylor | Cable Hill Partners, LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 28, 2021 | Apr 28, 2021 |
| Daniel Olin Jennings | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2021 | Apr 23, 2021 |
| Amanda Erin Wald | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2021 | Apr 23, 2021 |
| Dominique Brenea Jordan | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2021 | Mar 26, 2021 |
| Isaac Richard | Morgan Stanley wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2021 | Mar 26, 2021 |
| Nicole Megowan | Wedbush Securities Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2021 | Apr 22, 2021 |
| Meera Raman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 5, 2021 | Apr 13, 2021 |
| Brian Matthew Nichols Tucei | Citigroup Global Markets Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2021 | Apr 6, 2021 |
| Aileen Kay Braga | Saratoga Research & Investment Management independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2021 | Aug 28, 2020 |
| Vincent Zappola | Citigroup Global Markets Inc. BD affiliated | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2021 | Apr 20, 2021 (33 d) |
600 moves match.