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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Michael Patrick StansburyMorgan StanleyEdward Jones$10006-19-2019
Westin Ryan WeeastMorgan StanleyEdward Jones01-08-2019
Nikko J RichardsonMorgan StanleyEdward Jones11-20-2018
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
Tyler Campbell ClarkMorgan StanleyEdward Jones10-08-2018
Jennifer Lee HarrisMorgan StanleyEdward Jones10-05-2018
Michael ColemanMorgan StanleyEdward Jones07-09-2018
Kim Stacey WoodsMorgan StanleyEdward Jones01-26-2018
Christopher Kenya IshiiMorgan StanleyEdward Jones11-27-2017
Shelly Ann CovilleMorgan StanleyEdward Jones10-16-2017
Luc Christopher SebrechtsMorgan StanleyEdward Jones10-10-2017
Edgar A WrightMorgan StanleyEdward Jones06-14-2017
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
Sean William ReynoldsMorgan StanleyEdward Jones08-01-2016
Carrie Sue WestMorgan StanleyEdward Jones07-01-2016
Aishwarya Rajeev AdyanthayaMorgan StanleyEdward Jones06-10-2016
Andrew D. DilsaverMorgan StanleyEdward Jones05-06-2016
John W. Tucker IIIMorgan StanleyEdward Jones$3704-01-2016
Cheryl Lynn BreidenbachMorgan StanleyEdward Jones03-18-2016
Margaret J SheridanMorgan StanleyEdward Jones07-30-2015
Jeremy P. BiscegliaMorgan StanleyEdward Jones10-16-2014
Justin Zachary KreibichMorgan StanleyEdward Jones$1009-19-2014
Ted E. Oliver Sr.Morgan StanleyEdward Jones09-19-2014
Sandra Rita ReckMorgan StanleyEdward Jones08-11-2014
Next Page »

Showing 1 to 25 of 70 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.


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