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
Amado Quiroz Rivera Jr.Morgan StanleyWaddell & Reed$9807-01-2018
Alicia M ItzainaMorgan StanleyWaddell & Reed03-26-2018
Joshua R. LeblancMorgan StanleyWaddell & Reed09-15-2017
Vincent Anthony BrizzolaraMorgan StanleyWaddell & Reed07-11-2017
Sun Ho Ho MaMorgan StanleyWaddell & Reed06-12-2017
Meredith Maclean FarrisMorgan StanleyWaddell & Reed$1003-17-2017
Gina Giachetti WightMorgan StanleyWaddell & Reed10-27-2016
Stacy Lynn MeoliMorgan StanleyWaddell & Reed09-06-2016
Sogol DarougarMorgan StanleyWaddell & Reed06-28-2016
Cullen Gillespie GravesMorgan StanleyWaddell & Reed05-23-2016
Ethan Marc SilvermanMorgan StanleyWaddell & Reed05-19-2016
Peter TruongMorgan StanleyWaddell & Reed$15004-28-2016
Jeremy Allen TruongMorgan StanleyWaddell & Reed04-28-2016
Wendy YangMorgan StanleyWaddell & Reed01-12-2016
Rebecca Lynn FoxMorgan StanleyWaddell & Reed10-05-2015
John D. Crawford Jr.Morgan StanleyWaddell & Reed08-12-2015
John Andrew StewartMorgan StanleyWaddell & Reed$5004-27-2015
Aaron Lynn SuriffMorgan StanleyWaddell & Reed$5004-10-2015
Damian William LockhartMorgan StanleyWaddell & Reed$1002-18-2015
Patrick Brian SellsMorgan StanleyWaddell & Reed$1012-09-2014
Katherine Elizabeth WattsonMorgan StanleyWaddell & Reed10-29-2014
Ryan Takeo KanetokuMorgan StanleyWaddell & Reed08-06-2014
Karen Lyn DalmauMorgan StanleyWaddell & Reed04-09-2014
Richard William SinoradzkiMorgan StanleyWaddell & Reed04-08-2014
Danielle Lynne CoryerMorgan StanleyWaddell & Reed12-11-2013
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Showing 1 to 25 of 43 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.