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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jordan Michael CurryMorgan StanleyEdward Jones07-20-2009
Evariste Anthony Faucher IIIMorgan StanleyEdward Jones03-26-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones04-16-2010
Charles Anthony Romano IIIMorgan StanleyEdward Jones05-03-2010
Bradley HareMorgan StanleyEdward Jones05-04-2010
Brian Scott StoutMorgan StanleyEdward Jones06-18-2010
Clement Chi Wai WongMorgan StanleyEdward Jones$2507-23-2010
Andrew Paul LarnedMorgan StanleyEdward Jones$1010-08-2010
Estella Mora EckartMorgan StanleyEdward Jones10-22-2010
Steven John IndermuehleMorgan StanleyEdward Jones$2511-05-2010
David Jon MikulaMorgan StanleyEdward Jones$5011-30-2010
Michael Minwoo ChongMorgan StanleyEdward Jones02-07-2011
Lawrence Grayson DavenportMorgan StanleyEdward Jones$1005-16-2011
Marc Freeman ArnettMorgan StanleyEdward Jones06-15-2011
Joseph Todd Emily, Judson Shore DosterMorgan StanleyEdward Jones$15006-16-2011
Richard Scott PhelanMorgan StanleyEdward Jones06-16-2011
Thomas I. McIlweeMorgan StanleyEdward Jones06-20-2011
Scott Jason MaskelMorgan StanleyEdward Jones$1007-22-2011
Timothy John ZielinskiMorgan StanleyEdward Jones$1008-05-2011
William Peter SteckMorgan StanleyEdward Jones$1011-04-2011
Michael Scot WilliamsMorgan StanleyEdward Jones$1011-25-2011
Samuel Clark MorrisMorgan StanleyEdward Jones02-16-2012
Timothy Dale SalzmanMorgan StanleyEdward Jones04-05-2012
Christopher Allen HallmarkMorgan StanleyEdward Jones$2505-11-2012
David Michael KaneMorgan StanleyEdward Jones$10006-15-2012
Next Page »

Showing 1 to 25 of 70 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.


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