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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Linda Marie RichardsMorgan StanleyEdward Jones08-26-2020
Ross Alan MontenMorgan StanleyEdward Jones07-17-2020
Nathanael R RoettoMorgan StanleyEdward Jones06-12-2020
Laura Leigh Blair BrewsterMorgan StanleyEdward Jones02-14-2020
Jarrod Michael HilemanMorgan StanleyEdward Jones02-13-2020
Kyle Hagen CavanaughMorgan StanleyEdward Jones11-15-2019
Andrew Thomas KatsanisMorgan StanleyEdward Jones$15011-08-2019
Malik A RobinsonMorgan StanleyEdward Jones11-06-2019
William Cole OsborneMorgan StanleyEdward Jones10-25-2019
Heather HolmesMorgan StanleyEdward Jones$15009-27-2019
Adam William PaffenrothMorgan StanleyEdward Jones$2509-13-2019
Richard John Baldwin JrMorgan StanleyEdward Jones$15009-06-2019
Jonathan P WolfeMorgan StanleyEdward Jones08-23-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones$5007-17-2019
Manucci-Michael KamaliMorgan StanleyEdward Jones07-08-2019
Nathan Lee HammMorgan StanleyEdward Jones07-01-2019
Jamie StallingsMorgan StanleyEdward Jones$15006-07-2019
Westin Ryan WeeastMorgan StanleyEdward Jones01-08-2019
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
Christopher Mark ChequerMorgan StanleyEdward Jones10-25-2018
Michael ColemanMorgan StanleyEdward Jones07-09-2018
Kim Stacey WoodsMorgan StanleyEdward Jones01-26-2018
Christopher Kenya IshiiMorgan StanleyEdward Jones11-27-2017
Luc Christopher SebrechtsMorgan StanleyEdward Jones10-10-2017
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
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Showing 1 to 25 of 79 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.