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.

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
Sean Marcus KenmoreMorgan StanleyEdward Jones$10006-08-2009
Jordan Michael CurryMorgan StanleyEdward Jones$29007-20-2009
Kristian Phillip MalcontentoMorgan StanleyEdward Jones$10008-07-2009
Michelle Renae PowlisonMorgan StanleyEdward Jones11-13-2009
Christopher D BreckonMorgan StanleyEdward Jones$10011-27-2009
Linda Elizabeth MoranMorgan StanleyEdward Jones12-14-2009
Crystal Lorrain BarcelloMorgan StanleyEdward Jones03-01-2010
Jeryne Ann PetersonMorgan StanleyEdward Jones03-16-2010
Evariste Anthony Faucher IIIMorgan StanleyEdward Jones$25003-26-2010
Jeremy Kay HunsakerMorgan StanleyEdward Jones03-26-2010
Bradley Alan HareMorgan StanleyEdward Jones$10004-16-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones$50004-16-2010
Gregory Brian PaineMorgan StanleyEdward Jones04-16-2010
Charles Anthony Romano IIIMorgan StanleyEdward Jones$10005-03-2010
Brian Scott StoutMorgan StanleyEdward Jones$10006-18-2010
Clement Chi Wai WongMorgan StanleyEdward Jones$25007-23-2010
Erik M WilcoxMorgan StanleyEdward Jones08-19-2010
Lonnie Kay TuckerMorgan StanleyEdward Jones09-16-2010
Diane Burnette VestMorgan StanleyEdward Jones09-17-2010
Andrew Paul LarnedMorgan StanleyEdward Jones$10010-08-2010
Estella Mora EckartMorgan StanleyEdward Jones$10010-22-2010
Kevin Lionel PuskarMorgan StanleyEdward Jones$50011-01-2010
Steven John IndermuehleMorgan StanleyEdward Jones$25011-05-2010
Carrie RileyMorgan StanleyEdward Jones11-05-2010
James Richard Lowe IIMorgan StanleyEdward Jones11-11-2010
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Showing 1 to 25 of 183 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.