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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jill Rae FulmerChase Investment Services Corp.Morgan Stanley09-01-2012
Michael Brent KislinChase Investment Services Corp.Morgan Stanley07-01-2012
James Edward Walley IIChase Investment Services Corp.Morgan Stanley07-01-2012
Andrew Lawrence TracyChase Investment Services Corp.Morgan Stanley$10006-19-2012
Justin Robert KoroyanChase Investment Services Corp.Morgan Stanley06-13-2012
Robert William WendlerChase Investment Services Corp.Morgan Stanley06-11-2012
Giovani Leandro ReynosoChase Investment Services Corp.Morgan Stanley05-01-2012
Aron Keith ShimadaChase Investment Services Corp.Morgan Stanley04-30-2012
Adam Jacob ParenteChase Investment Services Corp.Morgan Stanley04-24-2012
Craig Allen Davis Jr.Chase Investment Services Corp.Morgan Stanley$10004-20-2012
Edner Damion Joseph Jr.Chase Investment Services Corp.Morgan Stanley$10004-09-2012
Samuel Frank GalatiotoChase Investment Services Corp.Morgan Stanley04-02-2012
Jon Darwin HartwellChase Investment Services Corp.Morgan Stanley04-01-2012
Jon Patrick LehmannChase Investment Services Corp.Morgan Stanley03-19-2012
Michael Charles PisaniChase Investment Services Corp.Morgan Stanley02-06-2012
Joao Manuel ValenteChase Investment Services Corp.Morgan Stanley02-01-2012
Heather Leigh GuthrieChase Investment Services Corp.Morgan Stanley02-01-2012
Corey OwenChase Investment Services Corp.Morgan Stanley01-27-2012
Andrew E DhusChase Investment Services Corp.Morgan Stanley$50012-30-2011
Robert Allen StachowiakChase Investment Services Corp.Morgan Stanley12-05-2011
Edmund Martin MoloneyChase Investment Services Corp.Morgan Stanley$10012-01-2011
Alexander Agostino AielloChase Investment Services Corp.Morgan Stanley$50012-01-2011
Brian Michael StanleyChase Investment Services Corp.Morgan Stanley12-01-2011
Jorge Luis VargasChase Investment Services Corp.Morgan Stanley11-23-2011
Austin Daniel MordaChase Investment Services Corp.Morgan Stanley10-31-2011
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Showing 1 to 25 of 109 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 ā€œ ā€” ā€œ is listed in the recordā€™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.