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
James William Patrick WolfMorgan StanleyWells Fargo Clearing Services, LLC$108-31-2009
Charles Edward Crossingham Jr.Morgan StanleyWells Fargo Clearing Services, LLC12-14-2009
Keith Marlow SeiversMorgan StanleyWells Fargo Clearing Services, LLC12-14-2009
James Douglas BowersMorgan StanleyWells Fargo Clearing Services, LLC09-02-2010
Foster Mcgahan Lynch IVMorgan StanleyWells Fargo Clearing Services, LLC09-27-2010
John Gary BennettMorgan StanleyWells Fargo Clearing Services, LLC10-04-2010
William Martin Johansen Jr.Morgan StanleyWells Fargo Clearing Services, LLC10-26-2010
James Harold LeonardMorgan StanleyWells Fargo Clearing Services, LLC01-21-2011
Daniel Stuart MasonMorgan StanleyWells Fargo Clearing Services, LLC01-21-2011
Gregg L CondonMorgan StanleyWells Fargo Clearing Services, LLC$1002-14-2011
Steven J. NelsonMorgan StanleyWells Fargo Clearing Services, LLC07-08-2011
Joseph Gray DavisMorgan StanleyWells Fargo Clearing Services, LLC11-04-2011
Christopher Michael WagnerMorgan StanleyWells Fargo Clearing Services, LLC$5012-05-2011
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
Jerry Allan EadesMorgan StanleyWells Fargo Clearing Services, LLC$5010-26-2012
Jerry Allan Eades Jr.Morgan StanleyWells Fargo Clearing Services, LLC10-26-2012
Shawn Edward GoodMorgan StanleyWells Fargo Clearing Services, LLC12-06-2012
Amy Lynn WoodardMorgan StanleyWells Fargo Clearing Services, LLC05-17-2013
Lenard Bruce CohenMorgan StanleyWells Fargo Clearing Services, LLC05-19-2015
Robert Christopher GarrettMorgan StanleyWells Fargo Clearing Services, LLC$1006-19-2015
Elisabeth Grace SandersMorgan StanleyWells Fargo Clearing Services, LLC07-08-2015
Christopher Michael LaneMorgan StanleyWells Fargo Clearing Services, LLC07-24-2015
William Scott LovelessMorgan StanleyWells Fargo Clearing Services, LLC11-10-2015
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Showing 1 to 25 of 36 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.