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
Ben D David DembinA.G.P / Alliance Global PartnersMorgan Stanley$5405-15-2019
Paul Francis GallivanAegis Capital Corp.Morgan Stanley08-29-2017
Eric J. JacksonAllen & Company of Florida, LLCMorgan Stanley06-06-2019
Deborah Ann EvesonAllstate Financial Services, LLCMorgan Stanley11-11-2009
Daniel Joseph AbelAmerican Portfolios Financial Services, Inc.Morgan Stanley$2501-16-2018
Armando FernandezAmerican Portfolios Financial Services, Inc.Morgan Stanley09-12-2016
Matthew B. StewartAmerican Portfolios Financial Services, Inc.Morgan Stanley09-26-2014
Samuel Peter BartolettaAmeriprise Financial Services, LLCMorgan Stanley$10003-06-2020
Zacharry J. WilsonAmeriprise Financial Services, LLCMorgan Stanley03-03-2020
Jeff Richard BankAmeriprise Financial Services, LLCMorgan Stanley$15001-24-2020
Clifton Brent SmithAmeriprise Financial Services, LLCMorgan Stanley12-06-2019
Igor FeldmanAmeriprise Financial Services, LLCMorgan Stanley$5011-27-2019
Norman R MejiaAmeriprise Financial Services, LLCMorgan Stanley$4211-27-2019
Stephen OvertonAmeriprise Financial Services, LLCMorgan Stanley10-25-2019
Matthew Ray OvertonAmeriprise Financial Services, LLCMorgan Stanley10-25-2019
Leslie Anne InmanAmeriprise Financial Services, LLCMorgan Stanley05-20-2019
Lon Paige HattonAmeriprise Financial Services, LLCMorgan Stanley05-10-2019
Cindy Stoll CapezzutiAmeriprise Financial Services, LLCMorgan Stanley05-10-2019
Peter Joseph SullivanAmeriprise Financial Services, LLCMorgan Stanley05-10-2019
Barry Mitchell DershawAmeriprise Financial Services, LLCMorgan Stanley$5005-03-2019
Marc Frederick StrasserAmeriprise Financial Services, LLCMorgan Stanley$15004-18-2019
Paul Daniel StrongAmeriprise Financial Services, LLCMorgan Stanley$5004-18-2019
Jared Eli StrasserAmeriprise Financial Services, LLCMorgan Stanley04-18-2019
Sandy JukelAmeriprise Financial Services, LLCMorgan Stanley$15003-29-2019
Thomas Edward RudakasAmeriprise Financial Services, LLCMorgan Stanley02-22-2019
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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.