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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Fabian Hezekian VarciannaJ.P. Morgan Securities LLCMorgan Stanley02-26-2020
Sean Michael GradyJ.P. Morgan Securities LLCMorgan Stanley09-18-2019
Christopher RedfernJ.P. Morgan Securities LLCMorgan Stanley02-01-2018
Alyssa W NorceJ.P. Morgan Securities LLCMorgan Stanley$10001-10-2018
James F MurphyJ.P. Morgan Securities LLCMorgan Stanley$1,00012-04-2017
Matthew J PejkovicJ.P. Morgan Securities LLCMorgan Stanley10-20-2017
Michele Kaplan FineJ.P. Morgan Securities LLCMorgan Stanley$5010-16-2017
Nicholas RussoJ.P. Morgan Securities LLCMorgan Stanley06-15-2017
Darrin John WirhouskiJ.P. Morgan Securities LLCMorgan Stanley03-22-2017
George A FisfisJ.P. Morgan Securities LLCMorgan Stanley02-28-2017
Courtney T CardwellJ.P. Morgan Securities LLCMorgan Stanley$15006-28-2016
Leeann Marie SandbergJ.P. Morgan Securities LLCMorgan Stanley06-13-2016
Christopher Allen PareresJ.P. Morgan Securities LLCMorgan Stanley$15005-20-2016
Jason StancoJ.P. Morgan Securities LLCMorgan Stanley01-06-2014
Charles BowmanJ.P. Morgan Securities LLCMorgan Stanley$15004-02-2013
Thomas W LarsenJ.P. Morgan Securities LLCMorgan Stanley$15001-14-2013

Showing 1 to 16 of 16 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.