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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan MuellerMorgan StanleyAXA Advisors, LLC01-20-2010
Justin James ScheeffMorgan StanleyAXA Advisors, LLC10-12-2009
Lawrence W BahrMorgan StanleyAXA Advisors, LLC09-04-2009
Matthew A. CutlerMorgan StanleyAXA Advisors, LLC08-27-2009
Ryan Todd WayneMorgan StanleyAXA Advisors, LLC08-03-2009
Michael Lawrence DelisoMorgan StanleyAXA Distributors, LLC12-09-2014
Goran LazarevicMorgan StanleyB. C. Ziegler and Company08-11-2017
John Joseph FoltzMorgan StanleyB. C. Ziegler and Company$2502-17-2010
Sebastian Michael HoppeMorgan StanleyB. Riley And Co. Inc.05-01-2013
Brian Matthew NeeleyMorgan StanleyB. Riley FBR, Inc.$10003-31-2016
Jonathan Allen SchudmakMorgan StanleyB. Riley FBR, Inc.08-29-2014
Claudia Lee KornfeldMorgan StanleyB. Riley Wealth Management01-12-2016
Michelle Anne HazlettMorgan StanleyBanc of America Investment Services, Inc.10-22-2009
Elizabeth Ann PetersonMorgan StanleyBanc of America Investment Services, Inc.09-14-2009
John Allen LeeMorgan StanleyBanc of America Investment Services, Inc.07-15-2009
John F GannonMorgan StanleyBanc of America Investment Services, Inc.$2506-22-2009
David B. GlicksteinMorgan StanleyBanc of America Securities LLC08-31-2009
Susan Evelyn CallantineMorgan StanleyBancWest Investment Services, Inc.09-18-2019
Whitney C. Corbett RohrerMorgan StanleyBancWest Investment Services, Inc.09-08-2019
Ryan Addison AlessiMorgan StanleyBancWest Investment Services, Inc.12-21-2017
Adams Clemente AgtarapMorgan StanleyBancWest Investment Services, Inc.$2503-18-2016
Joshua I HartMorgan StanleyBancWest Investment Services, Inc.09-01-2015
Lori Ann BurgoonMorgan StanleyBancWest Investment Services, Inc.05-16-2014
Nita Pei-Lin MaMorgan StanleyBancWest Investment Services, Inc.10-10-2013
Davin Pao ChenMorgan StanleyBancWest Investment Services, Inc.09-20-2013
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Showing 276 to 300 of 7,260 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.