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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adrian Jude MatosichD.A. Davidson & Co.Morgan Stanley12-21-2016
Allan Lee WrightD.A. Davidson & Co.Morgan Stanley$15009-09-2009
Allan Mirick Rowell Jr.D.A. Davidson & Co.Morgan Stanley$15009-09-2009
Benjamin Ross HowellD.A. Davidson & Co.Morgan Stanley$25005-22-2015
Brandon Michael CurneenD.A. Davidson & Co.Morgan Stanley$15001-02-2013
Curtis Scott HarveyD.A. Davidson & Co.Morgan Stanley$50011-06-2009
Cynthia Marie LangeD.A. Davidson & Co.Morgan Stanley09-30-2009
Darren Allen GoehnerD.A. Davidson & Co.Morgan Stanley$10011-06-2009
Douglas Gordon CooperD.A. Davidson & Co.Morgan Stanley09-30-2009
Eric Vaughn GarrisonD.A. Davidson & Co.Morgan Stanley09-19-2019
Gary Francis PetersonD.A. Davidson & Co.Morgan Stanley$10003-02-2011
Gayle Sue ReedD.A. Davidson & Co.Morgan Stanley$10009-09-2009
George Richard CalvertD.A. Davidson & Co.Morgan Stanley$50009-09-2009
Harry George TumanjanD.A. Davidson & Co.Morgan Stanley$10009-01-2009
Jennifer Rebecca PetersonD.A. Davidson & Co.Morgan Stanley$50003-02-2011
John Albert OemingD.A. Davidson & Co.Morgan Stanley$50005-26-2010
John William LeeD.A. Davidson & Co.Morgan Stanley$50006-30-2009
Julie Kay TrounsonD.A. Davidson & Co.Morgan Stanley$10009-30-2009
Kent Richmond FrancisD.A. Davidson & Co.Morgan Stanley$25009-09-2009
Mary Louise MuguiraD.A. Davidson & Co.Morgan Stanley$50003-02-2011
Michael Allen LawyerD.A. Davidson & Co.Morgan Stanley$10012-01-2010
Nathan Duane OemingD.A. Davidson & Co.Morgan Stanley$50005-26-2010
Pamela Jean TurnipseedD.A. Davidson & Co.Morgan Stanley$50011-14-2012
Peter Jameson HooverD.A. Davidson & Co.Morgan Stanley$20010-07-2009
Philip Jewett BugayD.A. Davidson & Co.Morgan Stanley$15007-31-2014
Next Page »

Showing 1 to 25 of 34 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.