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
Allen Daniel BarnettMorgan StanleyBOK Financial Services, Inc.10-19-2015
Stephen Aubrey WheetleyMorgan StanleyBOK Financial Services, Inc.10-19-2015
Brent David HaughabooMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Patrick Ryan KelleyMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Janis Elaine HayesMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
James Brian BienvenuMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Charles Knox Lincoln IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Russell Don KelleyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jeffrey Dale SimmermakerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Dennis Patrick BerryMorgan StanleyCitigroup Global Markets Inc.06-01-2009
John David BarnettMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Fred Owen Roberson Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Lawrence Grayson DavenportMorgan StanleyEdward Jones$1005-16-2011
Joe Hahn LockeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$12109-16-2016
Juan Carlos MoralesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-16-2016
Jennifer Turner KeyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2015
Brent Henry, Dustin Colebank, Mike HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$23006-22-2012
Brent Taylor Henry, Dustin Clay Colebank, Joshua R. McCaslin, John Michael HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-22-2012
John C. McCartyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2010
Stephen W. HubbardMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Bunny Brown LeeMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Casey Andrew HuieMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Elizabeth Siddall EtgesMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
David M. BettisMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Louis A. GrahamMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Next Page »

Showing 1 to 25 of 41 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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