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
Brian A PetersonMorgan StanleyScottrade, Inc.05-01-2013
Brian John LambertMorgan StanleyScottrade, Inc.06-30-2016
Bryan Keith WilhelmMorgan StanleyScottrade, Inc.06-29-2016
Cole Christopher AdamsonMorgan StanleyScottrade, Inc.05-18-2018
Daniel Estrella McKinneyMorgan StanleyScottrade, Inc.06-25-2015
Diederich RivasMorgan StanleyScottrade, Inc.08-23-2013
Dustin Michael BroughtonMorgan StanleyScottrade, Inc.06-20-2011
Jeffrey William-Powers TuttleMorgan StanleyScottrade, Inc.05-18-2018
Julie Lynn McFallsMorgan StanleyScottrade, Inc.01-07-2013
Kevin Charles BastMorgan StanleyScottrade, Inc.07-25-2018
Liam Emmett PattersonMorgan StanleyScottrade, Inc.09-21-2015
Loran F MeehanMorgan StanleyScottrade, Inc.10-14-2011
Mary Kathryn LockwoodMorgan StanleyScottrade, Inc.05-14-2013
Neelab HakamiMorgan StanleyScottrade, Inc.05-01-2013
Nicholas Stabler WilsonMorgan StanleyScottrade, Inc.10-17-2013
Nicole Leigh DomitrovichMorgan StanleyScottrade, Inc.01-09-2014
Rachelle YouattMorgan StanleyScottrade, Inc.07-21-2014
Shaun Michael KosnikMorgan StanleyScottrade, Inc.08-26-2013

Showing 1 to 18 of 18 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.