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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Henry Malcolm LynchMorgan StanleySunTrust Investment Services, Inc.$10005-29-2009
Antwyne David DelondeMorgan StanleySunTrust Investment Services, Inc.05-10-2010
Dennis Michael KinzerMorgan StanleySunTrust Investment Services, Inc.$50006-11-2010
Andrew Thomas CasemMorgan StanleySunTrust Investment Services, Inc.10-28-2010
John Cochran Buck Jr.Morgan StanleySunTrust Investment Services, Inc.$10012-03-2010
Stephen Robert CrockerMorgan StanleySunTrust Investment Services, Inc.07-01-2011
Raluca Bighiu LitvakMorgan StanleySunTrust Investment Services, Inc.07-01-2011
Kurt John KillingsworthMorgan StanleySunTrust Investment Services, Inc.$50008-12-2011
Edward Ladd CurrensMorgan StanleySunTrust Investment Services, Inc.08-26-2011
Jared Patrick RoatenMorgan StanleySunTrust Investment Services, Inc.$10010-14-2011
Leonard Mark CohenMorgan StanleySunTrust Investment Services, Inc.$50001-19-2012
Kevin Patrick EbelMorgan StanleySunTrust Investment Services, Inc.$10001-27-2012
David Michael ThomeMorgan StanleySunTrust Investment Services, Inc.$10002-01-2012
Paul Gerard JonesMorgan StanleySunTrust Investment Services, Inc.10-09-2013
Ralph Oliver MertenMorgan StanleySunTrust Investment Services, Inc.02-09-2015
Mark Francis LeonardMorgan StanleySunTrust Investment Services, Inc.$50002-13-2015
Julie Elizabeth PekrulMorgan StanleySunTrust Investment Services, Inc.03-13-2015
Carissa Maria BarneyMorgan StanleySunTrust Investment Services, Inc.03-13-2015
Charlene HollandMorgan StanleySunTrust Investment Services, Inc.$10005-22-2015
Robert Andrew Mazur Jr.Morgan StanleySunTrust Investment Services, Inc.$50007-24-2015
Lori Anne CaumeilMorgan StanleySunTrust Investment Services, Inc.09-18-2015
Edward BurgosMorgan StanleySunTrust Investment Services, Inc.$50012-23-2015
Karen BozaMorgan StanleySunTrust Investment Services, Inc.07-08-2016
Molly Murrin KellyMorgan StanleySunTrust Investment Services, Inc.08-26-2016
Adam Thomas KeefeMorgan StanleySunTrust Investment Services, Inc.03-03-2017
Next Page »

Showing 1 to 25 of 30 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.

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