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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derek Gene JohnstonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2111-30-2018
Mandy Kay DollarMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2017
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
Craig Robert SilbergMorgan StanleyUBS Financial Services Inc.01-13-2017
John Philip BizjackMorgan StanleyWells Fargo Clearing Services, LLC$1,00008-26-2016
Paul Charles BizjackMorgan StanleyWells Fargo Clearing Services, LLC$5008-26-2016
Rocki Rance WalkerMorgan StanleyWells Fargo Clearing Services, LLC$13608-26-2016
Bradley G WallaceMorgan StanleySignator Investors, Inc.07-21-2016
Carly Jeanae MurphyMorgan StanleyCharles Schwab & Co., Inc.05-05-2016
Donald Kirk DarnellMorgan StanleyEdward Jones04-01-2016
Monica Sora Hadji YousefzadehMorgan StanleyPrincipal Securities, Inc.01-13-2016
Brent Michael SuchyMorgan StanleyArvest Wealth Management09-08-2015
John R TaylorMorgan StanleyJ.P. Morgan Securities LLC09-01-2015
Joshua I. HartMorgan StanleyBancWest Investment Services, Inc.09-01-2015
Michael Dennis SteinmetzMorgan StanleyBOK Financial Services, Inc.04-09-2015
Paul Michael MalloyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-13-2015
Paul H NeumannMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-08-2014
Wayne Thomas ChoisnetMorgan StanleyArvest Wealth Management$5007-19-2013
Ashley Elizabeth StephensMorgan StanleyEdward Jones03-19-2013
Michael Robert PattersonMorgan StanleyEdward Jones$2112-07-2012
Thomas Henry French IIMorgan StanleyEdward Jones$5012-07-2012
Ryan Wayne StullMorgan StanleyEdward Jones11-09-2012
John Edward HarrisMorgan StanleyEdward Jones$5010-19-2012
Abby Renee HubbleMorgan StanleyWaddell & Reed10-05-2012
Mark Anthony JohnsonMorgan StanleyEdward Jones05-18-2012
Next Page »

Showing 1 to 25 of 38 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.