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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mitchell Cameron EdwardsJ.P. Morgan Securities LLCMorgan Stanley04-29-2020
Lois J. GregoryJ.P. Morgan Securities LLCMorgan Stanley04-28-2020
Jessica Amanda ClowneyJ.P. Morgan Securities LLCMorgan Stanley04-07-2020
Fabian H. VarciannaJ.P. Morgan Securities LLCMorgan Stanley02-26-2020
David Lee RoweJ.P. Morgan Securities LLCMorgan Stanley$15001-31-2020
Robert Jay BregmanJ.P. Morgan Securities LLCMorgan Stanley$5001-31-2020
Katherine B AntonJ.P. Morgan Securities LLCMorgan Stanley01-31-2020
Brian John OhlfestJ.P. Morgan Securities LLCMorgan Stanley01-07-2020
Ryan Gordon WebergJ.P. Morgan Securities LLCMorgan Stanley01-06-2020
Kennedy SherlesJ.P. Morgan Securities LLCMorgan Stanley12-20-2019
Pieter BurhansJ.P. Morgan Securities LLCMorgan Stanley12-14-2019
Tatiana FrancoJ.P. Morgan Securities LLCMorgan Stanley12-06-2019
Robert Michael BillingsJ.P. Morgan Securities LLCMorgan Stanley11-07-2019
Catharine Obrien BetzigJ.P. Morgan Securities LLCMorgan Stanley11-07-2019
David GalicJ.P. Morgan Securities LLCMorgan Stanley10-29-2019
Khwan HathaiJ.P. Morgan Securities LLCMorgan Stanley10-17-2019
Avery L KlunickJ.P. Morgan Securities LLCMorgan Stanley10-14-2019
Lamont Nicholas CorprewJ.P. Morgan Securities LLCMorgan Stanley10-04-2019
Kimberley IchterJ.P. Morgan Securities LLCMorgan Stanley10-04-2019
Edith Eun Zu KaseJ.P. Morgan Securities LLCMorgan Stanley10-01-2019
Sean M. GradyJ.P. Morgan Securities LLCMorgan Stanley09-18-2019
Joshua David LewensohnJ.P. Morgan Securities LLCMorgan Stanley09-10-2019
Tingting ZhaoJ.P. Morgan Securities LLCMorgan Stanley08-23-2019
Michael M. SmithJ.P. Morgan Securities LLCMorgan Stanley08-16-2019
Philip GordonJ.P. Morgan Securities LLCMorgan Stanley08-08-2019
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Showing 1 to 25 of 390 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.