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
Christin Paige ParkerJ.P. Morgan Securities LLCT. Rowe Price Investment Services, Inc.06-03-2019
Susan Mya-San JonesCharles Schwab & Co., Inc.T. Rowe Price Investment Services, Inc.05-13-2019
Christine J. GodlewskiRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.05-02-2019
Courtney Elizabeth HoldenMorgan StanleyT. Rowe Price Investment Services, Inc.03-20-2019
Andres LamasMorgan StanleyT. Rowe Price Investment Services, Inc.03-15-2019
Malaika M. MotaboliMorgan StanleyT. Rowe Price Investment Services, Inc.03-15-2019
Julian Esteven OssaSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.03-05-2019
Nicolas Jacob WolfsonE*TRADE Securities LLCT. Rowe Price Investment Services, Inc.02-06-2019
Puran SugrimE*TRADE Securities LLCT. Rowe Price Investment Services, Inc.01-22-2019
Kevin M. WingCharles Schwab & Co., Inc.T. Rowe Price Investment Services, Inc.10-29-2018
Jose Miguel ValdezNorthwestern Mutual Investment Services, LLCT. Rowe Price Investment Services, Inc.10-17-2018
Zacharry J. WilsonMorgan StanleyT. Rowe Price Investment Services, Inc.10-17-2018
Stacy Lynn ObneyMorgan StanleyT. Rowe Price Investment Services, Inc.10-11-2018
Bryan Edward SweaneyMorgan StanleyT. Rowe Price Investment Services, Inc.10-09-2018
Jesse M DionneMorgan StanleyT. Rowe Price Investment Services, Inc.10-09-2018
Jonathan Joseph StaronWells Fargo Clearing Services, LLCT. Rowe Price Investment Services, Inc.10-03-2018
Christopher Elliott TindalFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.09-07-2018
Steven Paul SaundersCharles Schwab & Co., Inc.T. Rowe Price Investment Services, Inc.09-05-2018
David Wade TomberlinRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.09-05-2018
Ronald Joseph RowanRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.08-24-2018
Alexander J. DucharmeRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.08-21-2018
Christopher J. ScagnelliRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.08-15-2018
Keith Bryan ElserMorgan StanleyT. Rowe Price Investment Services, Inc.08-15-2018
Amanda Jean MillerCharles Schwab & Co., Inc.T. Rowe Price Investment Services, Inc.08-01-2018
Ashley Elizabeth LiddellRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.07-31-2018

Showing 1 to 25 of 25 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.