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
Justin ThompsonBB&T Securities, LLCMorgan Stanley03-27-2020
Mary Kathryn LockwoodMeridian Wealth Management, LLCMorgan Stanley01-30-2020
Maisy Netty ContrerasFidelity Brokerage Services LLCMorgan Stanley02-11-2019
Savannah ForleoTIAA-CREF Individual & Institutional Services, LLCMorgan Stanley12-19-2018
Stokes Andrew BairdWells Fargo Clearing Services, LLCMorgan Stanley12-07-2018
Julia Marie SmithVoya Financial Advisors, Inc.Morgan Stanley11-14-2017
Jerry Wayne Tyler Jr.Wells Fargo Clearing Services, LLCMorgan Stanley11-07-2017
Emily K. BellamyFifth Third Securities, Inc.Morgan Stanley11-01-2017
Michael Alan BinzWells Fargo Clearing Services, LLCMorgan Stanley09-29-2017
Mary L. CarrUBS Financial Services Inc.Morgan Stanley09-26-2017
Daniel Lee ShuckAllstate Financial Advisors, LLCMorgan Stanley05-24-2017
Stephen Alan WrightMCF Advisors, LLCMorgan Stanley02-10-2017
Tyler Scott BaileyMeridian Wealth Management, LLCMorgan Stanley01-14-2016
Zachary Clayton KamberRaymond James & Associates, Inc.Morgan Stanley12-10-2015
Karen Quinn WatsonPNC InvestmentsMorgan Stanley09-14-2015
Philip Matthew WeberStrategic Advisers LLCMorgan Stanley07-08-2015
John Joseph MoriartyJ.P. Morgan Securities LLCMorgan Stanley12-02-2014
Stephen A. HeitzSortino Advisory Partners, LLCMorgan Stanley09-22-2014
Kevin Neal MaynardSortino Advisory Partners, LLCMorgan Stanley09-19-2014
Brandon Alan NealCSSC Brokerage Services, Inc.Morgan Stanley02-14-2014
Phillip P. WilliamsRaymond James Financial Services, Inc.Morgan Stanley11-01-2013
David Harry ElsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-31-2013
Michael Jordan McCullochWells Fargo Clearing Services, LLCMorgan Stanley04-09-2013
Brian M. UnderwoodFidelity Brokerage Services LLCMorgan Stanley08-24-2012
Robert William WendlerChase Investment Services Corp.Morgan Stanley06-11-2012
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Showing 1 to 25 of 51 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.