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
Malik RobinsonMorgan StanleyEdward Jones11-06-2019
Manucci-Michael KamaliMorgan StanleyEdward Jones07-08-2019
Christopher Mark ChequerMorgan StanleyEdward Jones10-25-2018
Kim Stacey WoodsMorgan StanleyEdward Jones01-26-2018
Christopher Kenya IshiiMorgan StanleyEdward Jones11-27-2017
Sean William ReynoldsMorgan StanleyEdward Jones08-01-2016
Andrew D. DilsaverMorgan StanleyEdward Jones05-06-2016
Margaret J SheridanMorgan StanleyEdward Jones07-30-2015
Justin Zachary KreibichMorgan StanleyEdward Jones$10009-19-2014
Sandra Rita ReckMorgan StanleyEdward Jones08-11-2014
Miki Christina OhashiMorgan StanleyEdward Jones02-04-2014
Ryan R HyslopMorgan StanleyEdward Jones$50011-26-2013
Jeremy TateMorgan StanleyEdward Jones11-04-2013
Michael Luciano SpinaliMorgan StanleyEdward Jones$10011-09-2012
William Allen GreenMorgan StanleyEdward Jones06-01-2012
Jeffrey Allen RehlingMorgan StanleyEdward Jones09-30-2011
Marc Freeman ArnettMorgan StanleyEdward Jones$25006-15-2011
Carrie RileyMorgan StanleyEdward Jones11-05-2010
Linda Elizabeth MoranMorgan StanleyEdward Jones12-14-2009
Sean Marcus KenmoreMorgan StanleyEdward Jones$10006-08-2009

Showing 1 to 20 of 20 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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