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
James Michael Teleposky Jr.Morgan StanleyPruco Securities, LLC.09-11-2019
Jordan Mitchell ChalkleyMorgan StanleyPruco Securities, LLC.07-23-2019
Zeak Raymond Davenport Jr.Morgan StanleyPruco Securities, LLC.01-30-2019
John William EulerMorgan StanleyPruco Securities, LLC.10-26-2018
Michael Joseph WitsmanMorgan StanleyPruco Securities, LLC.08-31-2018
Tajai Franklyn SmithMorgan StanleyPruco Securities, LLC.08-06-2018
Sonya Marie ValentinMorgan StanleyPruco Securities, LLC.07-24-2018
Greggory Charles WoodcockMorgan StanleyPruco Securities, LLC.06-06-2018
Richard Raymond RacofskyMorgan StanleyPruco Securities, LLC.01-18-2018
Nathaniel Robert HathornMorgan StanleyPruco Securities, LLC.05-02-2017
Sherry L. NickersonMorgan StanleyPruco Securities, LLC.01-05-2017
Ryan QuinnMorgan StanleyPruco Securities, LLC.06-25-2016
Robert Bulus TagleMorgan StanleyPruco Securities, LLC.06-15-2016
Lamont Nicholas CorprewMorgan StanleyPruco Securities, LLC.05-23-2016
Darryl Mitch VigilMorgan StanleyPruco Securities, LLC.11-19-2015
Kristen Brit RodgersMorgan StanleyPruco Securities, LLC.05-01-2015
Anita Narendra SrivastavaMorgan StanleyPruco Securities, LLC.11-24-2014
Frank Christian MooreMorgan StanleyPruco Securities, LLC.03-17-2014
Gabriel A AlemanMorgan StanleyPruco Securities, LLC.10-14-2013
Alison C DigiulioMorgan StanleyPruco Securities, LLC.09-19-2013
Karen CostagliolaMorgan StanleyPruco Securities, LLC.09-05-2013
Lulu ZappyMorgan StanleyPruco Securities, LLC.09-05-2013
Philip Matthew WeberMorgan StanleyPruco Securities, LLC.08-29-2013
Tatiana Cristina Paravela EckelMorgan StanleyPruco Securities, LLC.07-15-2013
Amanda Celia RheeMorgan StanleyPruco Securities, LLC.05-13-2013
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Showing 1 to 25 of 36 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.