Advisers on the Move

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
Adrian Jude MatosichD.A. Davidson & Co.Morgan Stanley12-21-2016
Benjamin Ross HowellD.A. Davidson & Co.Morgan Stanley$2505-22-2015
Thomas Lloyd NelsonD.A. Davidson & Co.Morgan Stanley08-06-2014
Brandon Michael CurneenD.A. Davidson & Co.Morgan Stanley01-02-2013
Pamela Jean TurnipseedD.A. Davidson & Co.Morgan Stanley$5011-14-2012
Michael Allen LawyerD.A. Davidson & Co.Morgan Stanley$10012-01-2010
Steve Marino PicciniD.A. Davidson & Co.Morgan Stanley$10011-11-2009
Russell Boyd Fode, Darren Allen GoehnerD.A. Davidson & Co.Morgan Stanley11-06-2009
Curtis Scott HarveyD.A. Davidson & Co.Morgan Stanley11-06-2009
Peter Jameson HooverD.A. Davidson & Co.Morgan Stanley$20010-07-2009
Julie Kay Trounson, Douglas Gordon CooperD.A. Davidson & Co.Morgan Stanley09-30-2009
Kent Richmond FrancisD.A. Davidson & Co.Morgan Stanley09-09-2009
Robert Howard HutchinsD.A. Davidson & Co.Morgan Stanley09-09-2009
Richard Halden HutchinsD.A. Davidson & Co.Morgan Stanley09-09-2009
Allan Lee Wright, Allan Mirick Rowell Jr., William Edward ClaryD.A. Davidson & Co.Morgan Stanley09-09-2009
Gayle Sue ReedD.A. Davidson & Co.Morgan Stanley09-09-2009
Steven Anthony LelliD.A. Davidson & Co.Morgan Stanley$5007-08-2009
John William LeeD.A. Davidson & Co.Morgan Stanley$5006-30-2009

Showing 1 to 18 of 18 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.


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