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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rafael R. LopezMorgan StanleyMorgan Keegan & Company, Inc.$10007-06-2012
Philip Franklin Morrissey Jr.Morgan StanleyMorgan Keegan & Company, Inc.02-17-2012
Stephen Tyler HarrodMorgan StanleyMorgan Keegan & Company, Inc.$50002-16-2012
Brian Tyler HarrodMorgan StanleyMorgan Keegan & Company, Inc.02-16-2012
Jennifer Lynne ChattertonMorgan StanleyMorgan Keegan & Company, Inc.10-28-2011
Richard Anthony WilliamsonMorgan StanleyMorgan Keegan & Company, Inc.09-30-2011
Peter John Korcusko Jr.Morgan StanleyMorgan Keegan & Company, Inc.$11709-13-2011
Frank James Colucci IVMorgan StanleyMorgan Keegan & Company, Inc.$50009-13-2011
John James McLaughlin IVMorgan StanleyMorgan Keegan & Company, Inc.$10006-28-2011
Patrick Logan GallowayMorgan StanleyMorgan Keegan & Company, Inc.$25006-28-2011
Frank Javier YongMorgan StanleyMorgan Keegan & Company, Inc.$50006-28-2011
Gail C. LandryMorgan StanleyMorgan Keegan & Company, Inc.08-31-2010
Richard Allen ChojnackiMorgan StanleyMorgan Keegan & Company, Inc.$15008-13-2010
Mahmoud ElawadiMorgan StanleyMorgan Keegan & Company, Inc.05-27-2010

Showing 1 to 14 of 14 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.