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
Danielle Renee MajorJanney Montgomery Scott LLCMorgan Stanley06-24-2019
Colleen Claire Mackenzie-DoinoJanney Montgomery Scott LLCMorgan Stanley$15011-02-2017
Gary Timothy LukachinskiJanney Montgomery Scott LLCMorgan Stanley$5010-11-2017
Michael Patrick GeisenJanney Montgomery Scott LLCMorgan Stanley$10010-11-2017
Michael H. OliverJanney Montgomery Scott LLCMorgan Stanley10-11-2017
Christopher Charles WalkleyJanney Montgomery Scott LLCMorgan Stanley$5008-22-2017
Scott Ryan GreensponJanney Montgomery Scott LLCMorgan Stanley09-19-2016
Thomas Francis NilesJanney Montgomery Scott LLCMorgan Stanley$10009-03-2015
John Edward CarlJanney Montgomery Scott LLCMorgan Stanley$15009-03-2015
Danielle CefaluJanney Montgomery Scott LLCMorgan Stanley09-03-2015
Jessica Suzanne NilesJanney Montgomery Scott LLCMorgan Stanley09-03-2015
Victor Eugene Lambert IIIJanney Montgomery Scott LLCMorgan Stanley$10007-09-2015
Jeffrey Scott KempJanney Montgomery Scott LLCMorgan Stanley$10007-09-2015
Laurence Michael BraunsteinJanney Montgomery Scott LLCMorgan Stanley$5005-13-2015
Deborah Susan SmithJanney Montgomery Scott LLCMorgan Stanley05-13-2015
Jordan Stone BraunsteinJanney Montgomery Scott LLCMorgan Stanley$1005-13-2015
Thomas GisbertJanney Montgomery Scott LLCMorgan Stanley03-20-2015
James Dennis TonerJanney Montgomery Scott LLCMorgan Stanley$2503-20-2015
Anthony Steven DiDonatoJanney Montgomery Scott LLCMorgan Stanley$1010-10-2014
Ellen Ginder FineJanney Montgomery Scott LLCMorgan Stanley04-18-2013

Showing 1 to 20 of 20 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.