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
Ramon Gabriel Burrola Jr.Raymond James & Associates, Inc.Morgan Stanley$5006-06-2019
Guillermo EliasRaymond James & Associates, Inc.Morgan Stanley$1,00006-06-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Alejandro Burrola HernandezRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Jorge A. RosasRaymond James & Associates, Inc.Morgan Stanley$15006-06-2019
Brandon L. CorvinRaymond James & Associates, Inc.Morgan Stanley09-04-2018
Ernesto TruquiRaymond James & Associates, Inc.Morgan Stanley08-16-2017
Guilford Ward NergardRaymond James & Associates, Inc.Morgan Stanley$5005-17-2013
Ronald Rikio BanRaymond James & Associates, Inc.Morgan Stanley05-03-2013
Jeffrey Wilton HaysRaymond James & Associates, Inc.Morgan Stanley05-03-2013
David Joseph BrownRaymond James & Associates, Inc.Morgan Stanley04-26-2013
Karl Harris RothermundRaymond James & Associates, Inc.Morgan Stanley09-14-2012
Ryan Warner RothermundRaymond James & Associates, Inc.Morgan Stanley09-14-2012
Eric Jon WaszolekRaymond James & Associates, Inc.Morgan Stanley02-13-2012
John Anthony WaszolekRaymond James & Associates, Inc.Morgan Stanley$15002-09-2012

Showing 1 to 15 of 15 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.