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 Andrew SherwoodMorgan StanleyAmeriprise Financial Services, LLC03-31-2020
Gavin Patrick McCormickMorgan StanleyAmeriprise Financial Services, LLC03-16-2020
Nicholas PriceMorgan StanleyAmeriprise Financial Services, LLC11-11-2019
Eric R. MartzahlMorgan StanleyAmeriprise Financial Services, LLC09-16-2019
Desiree Nicole WodickerMorgan StanleyAmeriprise Financial Services, LLC06-12-2019
Kyle Andrew BeesonMorgan StanleyAmeriprise Financial Services, LLC04-22-2019
Maria T ReidMorgan StanleyAmeriprise Financial Services, LLC12-18-2018
Kyle Anthony MedeirosMorgan StanleyAmeriprise Financial Services, LLC08-29-2018
Lori Lynne RowanMorgan StanleyAmeriprise Financial Services, LLC07-12-2018
Robert Scott PiersonMorgan StanleyAmeriprise Financial Services, LLC05-21-2018
Timothy CariolanoMorgan StanleyAmeriprise Financial Services, LLC03-28-2018
Jacqueline KwongMorgan StanleyAmeriprise Financial Services, LLC$2,00009-01-2017
Jonathan YoungMorgan StanleyAmeriprise Financial Services, LLC09-01-2017
Walter Josef TuerMorgan StanleyAmeriprise Financial Services, LLC$608-04-2017
Bruce Mathew GallowayMorgan StanleyAmeriprise Financial Services, LLC$3608-04-2017
Cheri A. MchugoMorgan StanleyAmeriprise Financial Services, LLC01-27-2017
Silvia Stephanie FalconiMorgan StanleyAmeriprise Financial Services, LLC$1011-10-2016
Jacqueline Kay ArmstrongMorgan StanleyAmeriprise Financial Services, LLC10-14-2016
David Steven GrossMorgan StanleyAmeriprise Financial Services, LLC$14109-29-2016
John Thomas FrancisMorgan StanleyAmeriprise Financial Services, LLC08-26-2016
Jeffrey James CramptonMorgan StanleyAmeriprise Financial Services, LLC$5008-26-2016
Yahui LuMorgan StanleyAmeriprise Financial Services, LLC07-13-2016
Michael Dominick MarchettaMorgan StanleyAmeriprise Financial Services, LLC$5005-13-2016
Kimberly Sizemore MoserMorgan StanleyAmeriprise Financial Services, LLC03-24-2016
Frederick AveryMorgan StanleyAmeriprise Financial Services, LLC03-21-2016
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Showing 1 to 25 of 102 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.