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
Jane Larriva RojasMorgan StanleyUbs International Inc.$15006-08-2009
Luis Felipe MartinezMorgan StanleyUbs International Inc.$50006-08-2009
Christopher John ChaffonMorgan StanleyWaddell & Reed08-24-2009
Brian Richardson CastilloMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-25-2009
William John DeichmannMorgan StanleyJ.P. Morgan Securities LLC$10010-30-2009
Kevin Arthur KrestanMorgan StanleyBMO Harris Financial Advisors, Inc.$15011-13-2009
Jason Matthew LazarowMorgan StanleyWaddell & Reed11-30-2009
John Joseph FoltzMorgan StanleyB. C. Ziegler and Company$25002-17-2010
Crystal Lorrain BarcelloMorgan StanleyEdward Jones03-01-2010
Corey OwenMorgan StanleyFBL Marketing Services, LLC05-03-2010
Petr ChytkaMorgan StanleyCharles Schwab & Co., Inc.06-14-2010
Larry Richard HydeMorgan StanleyCharles Schwab & Co., Inc.06-29-2010
Jason BraunsteinMorgan StanleyRBC Wealth Management$3908-12-2010
Melissa M. CrewsMorgan StanleyPrivate Advisor Group, LLC08-19-2010
Mary Helen Caprice MallettMorgan StanleyFirst Allied Securities, Inc.09-01-2010
Daniel FoxMorgan StanleyRBC Wealth Management$8509-20-2010
Joshua J. MeekMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$50010-01-2010
Katherine Esser MercerMorgan StanleyComerica Securities$50010-25-2010
James Richard Lowe IIMorgan StanleyEdward Jones11-11-2010
Magaly Masci CarsonMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50011-18-2010
Guillermo EliasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-13-2011
Alejandro Burrola HernandezMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-13-2011
Eric Thomas WittMorgan StanleyEdward Jones$10001-13-2011
Ramon Gabriel Burrola Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$50001-13-2011
Dennis W Butner IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2011
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Showing 1 to 25 of 155 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.