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
Michele Nicole BrycelandMorgan StanleyRaymond James Financial Services, Inc.04-15-2019
Suzanne Jennifer BrownMorgan StanleyRaymond James Financial Services, Inc.11-20-2018
Remington Carl BartlettMorgan StanleyRaymond James Financial Services, Inc.07-10-2018
Rebecca Haines BortonMorgan StanleyRaymond James Financial Services, Inc.05-21-2018
Erin Nicole LyonsMorgan StanleyRaymond James Financial Services, Inc.01-22-2018
Gail Elizabeth HaaseMorgan StanleyRaymond James Financial Services, Inc.04-13-2017
Laura Almalel StrosniderMorgan StanleyRaymond James Financial Services, Inc.$50007-06-2016
Maria Therese WhittleMorgan StanleyRaymond James Financial Services, Inc.04-27-2015
Jerald Paul Sax Jr.Morgan StanleyRaymond James Financial Services, Inc.$10004-15-2015
Jennifer Raupp MagnesenMorgan StanleyRaymond James Financial Services, Inc.03-27-2015
Ron Richard FetschMorgan StanleyRaymond James Financial Services, Inc.$15001-09-2015
Dawn Noel EvansMorgan StanleyRaymond James Financial Services, Inc.10-28-2014
Antoinette Marie ChakifMorgan StanleyRaymond James Financial Services, Inc.01-23-2014
Evelyn Ann AgentMorgan StanleyRaymond James Financial Services, Inc.$10011-18-2013
Denanne Michelle HeilMorgan StanleyRaymond James Financial Services, Inc.$25009-13-2013
Gary Alan EnglundMorgan StanleyRaymond James Financial Services, Inc.$10009-12-2013
Frances FulwoodMorgan StanleyRaymond James Financial Services, Inc.08-22-2013
Sviatlana V. MaslavaMorgan StanleyRaymond James Financial Services, Inc.04-23-2013
Lisa Longueville KosMorgan StanleyRaymond James Financial Services, Inc.03-11-2013
Nicole Maria AnzoateguiMorgan StanleyRaymond James Financial Services, Inc.01-11-2013
Cheryl L. YoungMorgan StanleyRaymond James Financial Services, Inc.$10010-26-2012
Boaz Y. ChanMorgan StanleyRaymond James Financial Services, Inc.10-26-2012
Erin Leigh GoreMorgan StanleyRaymond James Financial Services, Inc.10-19-2012
Kristie Leah MurrayMorgan StanleyRaymond James Financial Services, Inc.09-26-2012
William Bruce CampbellMorgan StanleyRaymond James Financial Services, Inc.$50004-28-2011
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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.