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
Maryann Ann Julia PerroneJanney Montgomery Scott LLCMorgan Stanley01-17-2020
Kathleen Anne FisherJanney Montgomery Scott LLCMorgan Stanley01-17-2020
Dawn Autin DupreJanney Montgomery Scott LLCMorgan Stanley01-17-2020
Megan Elizabeth Dupre-KeatingJanney Montgomery Scott LLCMorgan Stanley01-17-2020
Sarah Lindsay Stevens SmithJanney Montgomery Scott LLCMorgan Stanley01-17-2020
Robert Michael BillingsJ.P. Morgan Securities LLCMorgan Stanley11-07-2019
Keith DormanCitizens Securities, Inc.Morgan Stanley10-29-2019
Thomas James LearyJanney Montgomery Scott LLCMorgan Stanley$5006-01-2018
Nancy J CarmeanJanney Montgomery Scott LLCMorgan Stanley11-06-2017
Daniel David TidwellJanney Montgomery Scott LLCMorgan Stanley$11311-02-2017
Edward John Duffy Jr.Janney Montgomery Scott LLCMorgan Stanley$2511-02-2017
Jeffrey David TidwellJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Nicholas Edward ShevlandJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Gregg Brian WeissCoastal Equities, Inc.Morgan Stanley10-21-2016
Donald J. StegallMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-26-2016
Dennis Daniel Crowley Jr.Vitruvius Capital ConsultantsMorgan Stanley07-05-2016
Michael Dwight PorterJanney Montgomery Scott LLCMorgan Stanley03-31-2016
Jeremy Adam LambertJanney Montgomery Scott LLCMorgan Stanley$1003-31-2016
Bryan Edward CheesemanAmeriprise Financial Services, LLCMorgan Stanley$5001-15-2016
Thomas Franklin GuillebeauMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-24-2015
Matthew Taylor LawsPNC InvestmentsMorgan Stanley04-17-2015
Denis Alan CurranJanney Montgomery Scott LLCMorgan Stanley$5011-13-2013
Andrew Richard AlcareseJanney Montgomery Scott LLCMorgan Stanley$15011-13-2013
Susan Marie HagertyStifel, Nicolaus & Company, IncorporatedMorgan Stanley$1010-21-2013
Caroline Marie ChahalisUBS Financial Services Inc.Morgan Stanley08-20-2013
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Showing 1 to 25 of 48 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.