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
Matthew W. WeissE*TRADE Securities LLCMorgan Stanley03-24-2020
Terry NilsenE*TRADE Securities LLCMorgan Stanley$5002-19-2020
Thomas John ShookE*TRADE Securities LLCMorgan Stanley02-11-2020
Michael BishayE*TRADE Securities LLCMorgan Stanley$5002-04-2020
Samuel Jack LaceyE*TRADE Securities LLCMorgan Stanley10-04-2019
Jay Carling AverettE*TRADE Securities LLCMorgan Stanley10-03-2019
Frank Lee WilsonE*TRADE Securities LLCMorgan Stanley$5008-14-2019
Michael Wilfort ChavezE*TRADE Securities LLCMorgan Stanley06-06-2019
Jennifer Anne OlenikE*TRADE Securities LLCMorgan Stanley$2505-02-2019
Osmar HernandezE*TRADE Securities LLCMorgan Stanley03-25-2019
William Earl HamiltonE*TRADE Securities LLCMorgan Stanley03-22-2019
Rakesh Rajnikant RavaniE*TRADE Securities LLCMorgan Stanley09-13-2018
Nicole Marie AmoreE*TRADE Securities LLCMorgan Stanley09-10-2018
Andrew Freeman DiltsE*TRADE Securities LLCMorgan Stanley03-02-2018
Steven Scott ElkinsE*TRADE Securities LLCMorgan Stanley10-30-2017
John C AbreuE*TRADE Securities LLCMorgan Stanley09-20-2017
Jonathon HubbardE*TRADE Securities LLCMorgan Stanley06-14-2017
Gina Michele PerkinsE*TRADE Securities LLCMorgan Stanley03-03-2017
Brendan B. ArchibaldE*TRADE Securities LLCMorgan Stanley03-03-2017
Cameron Jon BehjaniE*TRADE Securities LLCMorgan Stanley02-25-2017
Michael Philip SparacinoE*TRADE Securities LLCMorgan Stanley02-25-2017
Matthew Clifford BondE*TRADE Securities LLCMorgan Stanley07-05-2016
Damon Lee RiceE*TRADE Securities LLCMorgan Stanley06-21-2016
Garrett Brandon NilesE*TRADE Securities LLCMorgan Stanley04-18-2016
Salvatore Leone Jr.E*TRADE Securities LLCMorgan Stanley01-22-2016
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Showing 1 to 25 of 49 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.