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
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
Nicole Kimberly VillavicencioMorgan StanleyJ.P. Morgan Securities LLC02-28-2020
Henry Morgan Lawrence IIIMorgan StanleyJ.P. Morgan Securities LLC01-14-2020
Andrew J. MarbackMorgan StanleyJ.P. Morgan Securities LLC11-19-2019
Rodman K Tilt IIIMorgan StanleyJ.P. Morgan Securities LLC09-12-2019
Scott William HerbstMorgan StanleyJ.P. Morgan Securities LLC08-16-2019
Syra BrelviMorgan StanleyJ.P. Morgan Securities LLC07-17-2019
Stacey H. TsaiMorgan StanleyJ.P. Morgan Securities LLC07-16-2019
Marlon Anthony BustosMorgan StanleyJ.P. Morgan Securities LLC$10007-12-2019
Lorri Jeanne AhlMorgan StanleyJ.P. Morgan Securities LLC06-17-2019
Engels N. MendezMorgan StanleyJ.P. Morgan Securities LLC05-31-2019
Caillen Lasyrus FortMorgan StanleyJ.P. Morgan Securities LLC02-01-2019
Manan Balendra AminMorgan StanleyJ.P. Morgan Securities LLC10-26-2018
Michael BishayMorgan StanleyJ.P. Morgan Securities LLC09-26-2018
Craig S. AltermanMorgan StanleyJ.P. Morgan Securities LLC09-21-2018
Maria Ana PeralesMorgan StanleyJ.P. Morgan Securities LLC$2508-08-2018
Whitney Samuel HiltonMorgan StanleyJ.P. Morgan Securities LLC01-05-2018
Andrew Sebastian ThomasMorgan StanleyJ.P. Morgan Securities LLC$15011-08-2017
Eugene Jay KimMorgan StanleyJ.P. Morgan Securities LLC10-20-2017
Madlena BarryMorgan StanleyJ.P. Morgan Securities LLC08-09-2017
Jose Ramon GutierrezMorgan StanleyJ.P. Morgan Securities LLC06-02-2017
Jeronimo Eduardo Del VillarMorgan StanleyJ.P. Morgan Securities LLC06-02-2017
Santiago R. Hernandez GarciaMorgan StanleyJ.P. Morgan Securities LLC06-02-2017
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Showing 1 to 25 of 92 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.