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
Charles H. Moehrke Jr., Norris Gates Cotton, Ryan ButlerMorgan StanleyUBS Financial Services Inc.$10010-21-2009
Lisa Marise GreenMorgan StanleyVanguard Marketing Corporation03-13-2017
Maria A. NaranjoMorgan StanleyVanguard Marketing Corporation02-12-2016
Lou Popielarcheck, Jr., Kristen Yablonsky, Michael T. JordanMorgan StanleyWells Fargo Advisors$13502-14-2012
Matthew Edward ClaussMorgan StanleyWells Fargo Clearing Services, LLC$10005-10-2019
Jennifer Lyn KissingerMorgan StanleyWells Fargo Clearing Services, LLC09-25-2017
Rodney A. AdderleyMorgan StanleyWells Fargo Clearing Services, LLC$1001-03-2017
Dale Susan MeltzerMorgan StanleyWells Fargo Clearing Services, LLC$5008-30-2016
William Scott LovelessMorgan StanleyWells Fargo Clearing Services, LLC11-10-2015
Christopher Michael LaneMorgan StanleyWells Fargo Clearing Services, LLC07-24-2015
Lenard Bruce CohenMorgan StanleyWells Fargo Clearing Services, LLC05-19-2015
Shawn Edward GoodMorgan StanleyWells Fargo Clearing Services, LLC12-06-2012
Jerry Allan EadesMorgan StanleyWells Fargo Clearing Services, LLC$5010-26-2012
Jerry Allan Eades Jr.Morgan StanleyWells Fargo Clearing Services, LLC10-26-2012
Louis Joseph Popielarcheck Jr., Kristen Mulvey YablonskyMorgan StanleyWells Fargo Clearing Services, LLC02-10-2012
Michael Thomas JordanMorgan StanleyWells Fargo Clearing Services, LLC02-10-2012
Christopher Michael WagnerMorgan StanleyWells Fargo Clearing Services, LLC12-05-2011
Keith Marlow SeiversMorgan StanleyWells Fargo Clearing Services, LLC12-14-2009
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Showing 151 to 168 of 168 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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