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
Emily Rose WaltonMML Investors Services, LLCMorgan Stanley01-24-2020
Michael Joseph Gillespie Jr.MML Investors Services, LLCMorgan Stanley01-13-2020
Robert Howard Dawson Jr.MML Investors Services, LLCMorgan Stanley10-22-2019
Kenneth J. Koch Jr.MML Investors Services, LLCMorgan Stanley09-23-2019
Josiah Paul MartinMML Investors Services, LLCMorgan Stanley09-20-2019
Thomas C AndersonMML Investors Services, LLCMorgan Stanley07-26-2019
Jason Robert StannardMML Investors Services, LLCMorgan Stanley04-18-2019
Dionne T. ObannonMML Investors Services, LLCMorgan Stanley07-02-2018
Frank Joseph Udvarhely IIIMML Investors Services, LLCMorgan Stanley01-03-2017
Damah A'Ree RankinMML Investors Services, LLCMorgan Stanley11-27-2015
Jeffrey Antonio GarciaMML Investors Services, LLCMorgan Stanley08-19-2015
Matthew SeamanMML Investors Services, LLCMorgan Stanley09-10-2014
Patrick Thomas SullivanMML Investors Services, LLCMorgan Stanley03-25-2014
Darryl HicksMML Investors Services, LLCMorgan Stanley10-29-2013
Samuel P KruschelMML Investors Services, LLCMorgan Stanley06-19-2013
Philip Asbury Insley IIIMML Investors Services, LLCMorgan Stanley10-11-2012
Laura Kaczor StevensMML Investors Services, LLCMorgan Stanley07-27-2012
John Edmund NeenanMML Investors Services, LLCMorgan Stanley06-14-2012
Michael T. McGrathMML Investors Services, LLCMorgan Stanley$2512-02-2011
Dominic Gino MarinucciMML Investors Services, LLCMorgan Stanley09-13-2011

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.