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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carmen C. Diaz AcevedoMorgan StanleyJ.P. Morgan Securities LLC$2503-17-2020
Jonathan MadriganoMorgan StanleyJ.P. Morgan Securities LLC$2,15503-06-2020
Jared Michael SamosMorgan StanleyJ.P. Morgan Securities LLC$15003-06-2020
Benjamin Adam AprilMorgan StanleyJ.P. Morgan Securities LLC$15003-06-2020
Kikelola O. AwosikaMorgan StanleyJ.P. Morgan Securities LLC03-06-2020
Damion Peter CarufeMorgan StanleyJ.P. Morgan Securities LLC$5002-28-2020
Tsun C LuoMorgan StanleyJ.P. Morgan Securities LLC02-28-2020
Nicole Kimberly VillavicencioMorgan StanleyJ.P. Morgan Securities LLC02-28-2020
Scott A. ConradMorgan StanleyJ.P. Morgan Securities LLC02-12-2020
Melissa Ann DerouenMorgan StanleyJ.P. Morgan Securities LLC$15002-10-2020
Heidi Ann RichardsonMorgan StanleyJ.P. Morgan Securities LLC02-07-2020
Cory Richard MartayMorgan StanleyJ.P. Morgan Securities LLC02-05-2020
Henry Morgan Lawrence IIIMorgan StanleyJ.P. Morgan Securities LLC01-14-2020
James William GreggaMorgan StanleyJ.P. Morgan Securities LLC01-10-2020
Angela H EspositoMorgan StanleyJ.P. Morgan Securities LLC01-06-2020
Ruth Faye FialkoMorgan StanleyJ.P. Morgan Securities LLC$15001-03-2020
Oscar RodriguezMorgan StanleyJ.P. Morgan Securities LLC12-23-2019
Blake P. StegerMorgan StanleyJ.P. Morgan Securities LLC12-16-2019
Peter Wilhelm KuylenstiernaMorgan StanleyJ.P. Morgan Securities LLC12-06-2019
Kevin Michael DavisMorgan StanleyJ.P. Morgan Securities LLC11-20-2019
Andrew J. MarbackMorgan StanleyJ.P. Morgan Securities LLC11-19-2019
January Edwina SchmusMorgan StanleyJ.P. Morgan Securities LLC11-12-2019
Holly Seavey NicholsMorgan StanleyJ.P. Morgan Securities LLC10-29-2019
Heather Erin TrittMorgan StanleyJ.P. Morgan Securities LLC10-16-2019
Eric Robert AbbottMorgan StanleyJ.P. Morgan Securities LLC10-04-2019
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Showing 1 to 25 of 415 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.