Advisers on the Move

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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Megan E BarjonMorgan StanleyWells Fargo Clearing Services, LLC09-02-2020
David Howard BulkleyMorgan StanleyWells Fargo Clearing Services, LLC$1,00008-25-2020
David Howard BulkleyMorgan StanleyWells Fargo Clearing Services, LLC08-25-2020
Thomas Michael DonnellyMorgan StanleyWells Fargo Clearing Services, LLC08-21-2020
Randall Larry KrenzinMorgan StanleyWells Fargo Clearing Services, LLC08-21-2020
Randall Larry KrenzinMorgan StanleyWells Fargo Clearing Services, LLC08-21-2020
Thomas Michael DonnellyMorgan StanleyWells Fargo Clearing Services, LLC08-21-2020
Jules Raymond GimbernatMorgan StanleyWells Fargo Clearing Services, LLC08-14-2020
Michael Keith OlafsonMorgan StanleyWells Fargo Clearing Services, LLC04-16-2020
Phinizy Lamkin Davis Jr.Morgan StanleyWells Fargo Clearing Services, LLC03-25-2020
Helen DritakisMorgan StanleyWells Fargo Clearing Services, LLC03-12-2020
Eric Benjamin LankinMorgan StanleyWells Fargo Clearing Services, LLC03-06-2020
Robert Jason LankinMorgan StanleyWells Fargo Clearing Services, LLC03-06-2020
John P. WilliamsMorgan StanleyWells Fargo Clearing Services, LLC02-26-2020
Adam Daniel GelcichMorgan StanleyWells Fargo Clearing Services, LLC$10002-03-2020
Nathan P. ParvizMorgan StanleyWells Fargo Clearing Services, LLC01-29-2020
Michael Becker AndryMorgan StanleyWells Fargo Clearing Services, LLC01-21-2020
Ozair AlefiMorgan StanleyWells Fargo Clearing Services, LLC$5001-21-2020
Sharayah Joy ReedMorgan StanleyWells Fargo Clearing Services, LLC01-21-2020
Thomas Scott LoweMorgan StanleyWells Fargo Clearing Services, LLC01-17-2020
Andrew Christopher DeprimioMorgan StanleyWells Fargo Clearing Services, LLC01-17-2020
Shawn David SessionsMorgan StanleyWells Fargo Clearing Services, LLC01-17-2020
Michael Luis AlgarinMorgan StanleyWells Fargo Clearing Services, LLC01-17-2020
Christopher Dayton JonesMorgan StanleyWells Fargo Clearing Services, LLC01-10-2020
Laura Jeanne Russell-JonesMorgan StanleyWells Fargo Clearing Services, LLC01-10-2020
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Showing 1 to 25 of 797 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.