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
Hayes Griffin MillerStephensMorgan Stanley10-10-2017
Anne Patricia ThorntonStephensMorgan Stanley07-10-2017
Jonathan Frank SpitalnyStephensMorgan Stanley05-31-2017
Stewart Wesley HiattStephensMorgan Stanley$5005-18-2017
Kathryn Sanders OrlickStephensMorgan Stanley05-18-2017
Michele Ann RookStephensMorgan Stanley03-15-2016
William Morgan BomarStephensMorgan Stanley$10006-19-2014
Albert E. Magill Jr.StephensMorgan Stanley$15006-19-2014
Harry Aaron ZuberStephensMorgan Stanley$10006-19-2014
Michael Ray HardisonStephensMorgan Stanley$10006-11-2014
Michael Ray Hardison Jr.StephensMorgan Stanley$15006-11-2014
Bruce Charles GoudeauStephensMorgan Stanley$10005-14-2014
Brenda Sebren Gee GoudeauStephensMorgan Stanley05-14-2014
Craig Neyland LangStephensMorgan Stanley$10002-14-2014
Samuel LeesStephensMorgan Stanley$15002-14-2014
Sally Lang EchterhoffStephensMorgan Stanley02-14-2014
Jeffrey Lane MonsourStephensMorgan Stanley$10002-14-2014
James Charles Aughenbaugh IIStephensMorgan Stanley$1006-07-2013
Christine B. SinghStephensMorgan Stanley06-07-2013
Henry Willis BashoreStephensMorgan Stanley$5009-21-2012
R Mark Markel CastleStephensMorgan Stanley$10009-14-2012
Edgar Longette MorrisStephensMorgan Stanley$10009-07-2012
James Theodore Wood Jr.StephensMorgan Stanley$5005-11-2012
Thomas Victor Zeuthen Jr.StephensMorgan Stanley03-16-2012
Seth Anthony StewartStephensMorgan Stanley03-16-2012
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.