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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Dell RedfordRBC Capital Markets, LLCMorgan Stanley07-15-2019
William Dale WhittingtonRBC Capital Markets, LLCMorgan Stanley07-10-2018
Amanda Nicole SaboRBC Capital Markets, LLCMorgan Stanley08-10-2017
Yanick Renee Kolbjornsen MidyetteRBC Capital Markets, LLCMorgan Stanley07-19-2017
Laura Jarris MartinRBC Capital Markets, LLCMorgan Stanley06-29-2017
Grant David DevaulRBC Capital Markets, LLCMorgan Stanley05-15-2017
Graham Dylan OkellyRBC Capital Markets, LLCMorgan Stanley05-15-2017
Mary Patricia MosesRBC Capital Markets, LLCMorgan Stanley05-15-2017
Taylor Connell BiehnRBC Capital Markets, LLCMorgan Stanley05-15-2017
Hector Cesar MaldonadoRBC Capital Markets, LLCMorgan Stanley04-10-2017
Constance Moton JohnsonRBC Capital Markets, LLCMorgan Stanley11-11-2016
Jose Salvador CanoRBC Capital Markets, LLCMorgan Stanley05-09-2014
Luis Antonio IzaguirreRBC Capital Markets, LLCMorgan Stanley05-08-2014
Christopher Hans WellsRBC Capital Markets, LLCMorgan Stanley01-10-2014
Jeremy Alfred PurschRBC Capital Markets, LLCMorgan Stanley01-10-2014
Thomas Brett HammannRBC Capital Markets, LLCMorgan Stanley09-03-2013
Lisa Dick HellerichRBC Capital Markets, LLCMorgan Stanley05-17-2013
Robert Bruce MarshallRBC Capital Markets, LLCMorgan Stanley05-01-2013
Christina Ko TalbotRBC Capital Markets, LLCMorgan Stanley05-01-2013
Ronald Lynn ChapmanRBC Capital Markets, LLCMorgan Stanley02-06-2013
Courtney E. AllenRBC Capital Markets, LLCMorgan Stanley11-09-2012
Michael William RovensRBC Capital Markets, LLCMorgan Stanley05-06-2010
Alan Robert SawayaRBC Capital Markets, LLCMorgan Stanley05-06-2010
Brandon Todd YorkRBC Capital Markets, LLCMorgan Stanley$10011-07-2018
Amir NavabRBC Capital Markets, LLCMorgan Stanley$10008-10-2017
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Showing 1 to 25 of 50 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.