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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Thomas KatsanisMorgan StanleyEdward Jones11-08-2019
Nikko J RichardsonMorgan StanleyEdward Jones11-20-2018
Gregory SmithMorgan StanleyEdward Jones06-17-2016
Alexondra Nicole BrouwerMorgan StanleyEdward Jones09-23-2015
Eric BoksaMorgan StanleyEdward Jones05-04-2015
Dustin J MillerMorgan StanleyEdward Jones08-02-2013
Ayad Beshara SaadMorgan StanleyEdward Jones$10003-19-2013
Clyde Anthony JensenMorgan StanleyEdward Jones09-17-2012
Candius J BannisterMorgan StanleyEdward Jones$5005-04-2012
Jack JohnsonMorgan StanleyEdward Jones04-13-2012
Shawn Anthony WaltonMorgan StanleyEdward Jones$1001-13-2012
Manuel Rosas ChavezMorgan StanleyEdward Jones01-13-2012
Robert Lee MaupinMorgan StanleyEdward Jones09-01-2011
Andres Fernandez-SalvadorMorgan StanleyEdward Jones04-18-2011
Norman R MejiaMorgan StanleyEdward Jones$2503-04-2011
Larry Gene HarnessMorgan StanleyEdward Jones$1001-07-2011
Kevin Lionel PuskarMorgan StanleyEdward Jones11-01-2010

Showing 1 to 17 of 17 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.