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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Abraham LinkerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50003-12-2015
Alfred David Scoones Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley$50004-20-2012
Cameron Blair HugginsStifel, Nicolaus & Company, IncorporatedMorgan Stanley08-23-2019
Dean Randall GuntnerStifel, Nicolaus & Company, IncorporatedMorgan Stanley01-13-2012
Gerald Lorrell MorrisonStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50002-11-2010
James Philip O'ConnorStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50002-28-2012
Janet Willis BevanStifel, Nicolaus & Company, IncorporatedMorgan Stanley01-10-2013
Jeremy Daniel HugginsStifel, Nicolaus & Company, IncorporatedMorgan Stanley08-23-2019
John Chris KamkutisStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10009-26-2013
Ken FurstStifel, Nicolaus & Company, IncorporatedMorgan Stanley$28010-28-2016
Linda Sue WindersStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50008-23-2019
Marjorie FeldStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50003-26-2012
Mark Andrew SmithStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10002-28-2013
Mark Ernest CisselStifel, Nicolaus & Company, IncorporatedMorgan Stanley08-17-2017
Mark Patrick SullivanStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10010-25-2017
Nanette Crews DoughertyStifel, Nicolaus & Company, IncorporatedMorgan Stanley11-29-2017
Richard Edward RubinStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50005-11-2012
Robert William PriceStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10002-19-2014
Ronald Huston KeeblerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$25005-15-2012
Stephen C HugginsStifel, Nicolaus & Company, IncorporatedMorgan Stanley$29508-23-2019
Thomas Alan BevanStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10001-10-2013
Turner Cronin MooreStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15004-20-2012

Showing 1 to 22 of 22 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.