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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elena Maria KochmanMorgan StanleyMML Investors Services, LLC08-31-2009
Elaine Marie BayliffMorgan StanleyMML Investors Services, LLC11-01-2009
Leighton Graham GourleyMorgan StanleyMML Investors Services, LLC05-05-2010
Daniel Ordway ShermanMorgan StanleyMML Investors Services, LLC$1011-01-2010
Robert Holland LeonardMorgan StanleyMML Investors Services, LLC01-04-2011
Jason Michael AlfordMorgan StanleyMML Investors Services, LLC04-15-2011
Gavin James ParkerMorgan StanleyMML Investors Services, LLC05-23-2011
Kyle Morgan BackusMorgan StanleyMML Investors Services, LLC10-19-2011
David James JorgensenMorgan StanleyMML Investors Services, LLC05-14-2012
Bryan Phillip JacobsMorgan StanleyMML Investors Services, LLC10-01-2012
Cindy Maria FuzieMorgan StanleyMML Investors Services, LLC10-19-2012
Whitney Young RobinsonMorgan StanleyMML Investors Services, LLC09-04-2013
Judith Ann ReedMorgan StanleyMML Investors Services, LLC12-04-2013
Liam SmithMorgan StanleyMML Investors Services, LLC01-28-2014
Brian KearnsMorgan StanleyMML Investors Services, LLC03-27-2014
Wei ChenMorgan StanleyMML Investors Services, LLC06-11-2014
Hiral Patel HudsonMorgan StanleyMML Investors Services, LLC01-02-2015
Steven Alan AlminasMorgan StanleyMML Investors Services, LLC08-25-2015
James M. SuttonMorgan StanleyMML Investors Services, LLC09-17-2015
Patrick Howard HendricksonMorgan StanleyMML Investors Services, LLC10-30-2015
Michael Wilfort ChavezMorgan StanleyMML Investors Services, LLC03-01-2016
Brian Richard McHughMorgan StanleyMML Investors Services, LLC03-30-2016
Deborah Jean RenshawMorgan StanleyMML Investors Services, LLC11-14-2016
Chengjing ZhangMorgan StanleyMML Investors Services, LLC02-15-2017
Benedicto P. CrisologoMorgan StanleyMML Investors Services, LLC02-23-2017
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Showing 1 to 25 of 34 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.