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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Kenneth BrotskyMorgan StanleyWells Fargo Clearing Services, LLC11-04-2011
Joseph Gray DavisMorgan StanleyWells Fargo Clearing Services, LLC11-04-2011
Alexander Louis DotyMorgan StanleyWells Fargo Clearing Services, LLC11-04-2011
John Horner IIIMorgan StanleyWells Fargo Clearing Services, LLC11-07-2011
James William IgoMorgan StanleyWells Fargo Clearing Services, LLC$10011-10-2011
James Robert MellendickMorgan StanleyWells Fargo Clearing Services, LLC$1011-21-2011
Mark ValdezMorgan StanleyWells Fargo Clearing Services, LLC12-01-2011
Marcus A RollsMorgan StanleyWells Fargo Clearing Services, LLC12-01-2011
Steven Rocco ColliMorgan StanleyWells Fargo Clearing Services, LLC$2512-02-2011
Christopher Michael WagnerMorgan StanleyWells Fargo Clearing Services, LLC$5012-05-2011
Emery Tibor NyilasMorgan StanleyWells Fargo Clearing Services, LLC$10012-15-2011
Clovis Timothy MartinMorgan StanleyWells Fargo Clearing Services, LLC$5001-03-2012
Edward Anthony JordanMorgan StanleyWells Fargo Clearing Services, LLC01-03-2012
Antonio Almaraz Jr.Morgan StanleyWells Fargo Clearing Services, LLC01-03-2012
Lisa Ann VillarrealMorgan StanleyWells Fargo Clearing Services, LLC01-03-2012
Derek Ryan ForrestMorgan StanleyWells Fargo Clearing Services, LLC01-06-2012
Gene Allen SwanMorgan StanleyWells Fargo Clearing Services, LLC01-11-2012
Paul Anthony MorganMorgan StanleyWells Fargo Clearing Services, LLC01-12-2012
John J PaganoMorgan StanleyWells Fargo Clearing Services, LLC01-13-2012
Dana Margiotta FrellickMorgan StanleyWells Fargo Clearing Services, LLC$5001-26-2012
Raymond Brent CrandalMorgan StanleyWells Fargo Clearing Services, LLC$15002-03-2012
Louis Joseph Popielarcheck Jr.Morgan StanleyWells Fargo Clearing Services, LLC02-10-2012
Kristen Mulvey YablonskyMorgan StanleyWells Fargo Clearing Services, LLC02-10-2012
Michael Thomas JordanMorgan StanleyWells Fargo Clearing Services, LLC02-10-2012
Matthew Cabral GiresiMorgan StanleyWells Fargo Clearing Services, LLC02-15-2012
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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.