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 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
Nathan P. ParvizMorgan StanleyWells Fargo Clearing Services, LLC01-29-2020
Michael Becker AndryMorgan StanleyWells Fargo Clearing Services, LLC01-21-2020
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
Mark Linus FosterMorgan StanleyWells Fargo Clearing Services, LLC12-13-2019
Keary James DidierMorgan StanleyWells Fargo Clearing Services, LLC12-12-2019
Duy Thanh VoMorgan StanleyWells Fargo Clearing Services, LLC11-22-2019
Millicent Patryce EubanksMorgan StanleyWells Fargo Clearing Services, LLC11-15-2019
Dominique Noel WardMorgan StanleyWells Fargo Clearing Services, LLC11-13-2019
Cherice Y. McCrayMorgan StanleyWells Fargo Clearing Services, LLC11-13-2019
Nicholas Taylor MoriMorgan StanleyWells Fargo Clearing Services, LLC11-02-2019
Gerardo Barron Avitia Jr.Morgan StanleyWells Fargo Clearing Services, LLC10-30-2019
Tawny Lee BrittonMorgan StanleyWells Fargo Clearing Services, LLC10-28-2019
Deepinder S. SekhonMorgan StanleyWells Fargo Clearing Services, LLC10-25-2019
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Showing 1 to 25 of 789 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.