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
Dawn Dupre, Megan KeatingJanney Montgomery Scott LLCMorgan Stanley$33501-17-2020
Melissa HamiltonJanney Montgomery Scott LLCMorgan Stanley12-05-2019
David Patrick TudiJanney Montgomery Scott LLCMorgan Stanley11-01-2019
Rishi D. AnandJanney Montgomery Scott LLCMorgan Stanley08-19-2019
Danielle Renee MajorJanney Montgomery Scott LLCMorgan Stanley06-24-2019
Cody R. DemmelJanney Montgomery Scott LLCMorgan Stanley06-07-2019
Julie KnightJanney Montgomery Scott LLCMorgan Stanley$10004-26-2019
Christos Stergios DikosJanney Montgomery Scott LLCMorgan Stanley$20004-25-2019
Leia M. MattsonJanney Montgomery Scott LLCMorgan Stanley11-13-2018
Jeffrey Wayne MyersJanney Montgomery Scott LLCMorgan Stanley07-16-2018
Thomas James LearyJanney Montgomery Scott LLCMorgan Stanley$50006-01-2018
Kenneth Warren GlickJanney Montgomery Scott LLCMorgan Stanley$12102-27-2018
Alexandros S VlahosJanney Montgomery Scott LLCMorgan Stanley02-01-2018
Kimberly Ann HarrisJanney Montgomery Scott LLCMorgan Stanley01-02-2018
Nancy J CarmeanJanney Montgomery Scott LLCMorgan Stanley11-06-2017
Jeffrey David TidwellJanney Montgomery Scott LLCMorgan Stanley$10011-02-2017
Nicholas Edward ShevlandJanney Montgomery Scott LLCMorgan Stanley$10011-02-2017
Colleen Claire Mackenzie-DoinoJanney Montgomery Scott LLCMorgan Stanley$15011-02-2017
Edward John Duffy Jr.Janney Montgomery Scott LLCMorgan Stanley$25011-02-2017
Victoria Miller RickerJanney Montgomery Scott LLCMorgan Stanley$50011-02-2017
Daniel David TidwellJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Michael Patrick GeisenJanney Montgomery Scott LLCMorgan Stanley$10010-11-2017
Michael H. OliverJanney Montgomery Scott LLCMorgan Stanley$10010-11-2017
Gary Timothy LukachinskiJanney Montgomery Scott LLCMorgan Stanley$50010-11-2017
Christopher Charles WalkleyJanney Montgomery Scott LLCMorgan Stanley$50008-22-2017
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Showing 1 to 25 of 109 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.