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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angelique Garrett DelevaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-01-2013
Bradley Alan CullMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-24-2015
Carla Denise EriksonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-03-2017
Caroline Magrish CalderMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-08-2019
Daniel Howard Bradley Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-27-2010
David Lawrence McDanielMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2506-23-2011
David Rodney ThielenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-29-2014
Edward A. JeterMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-18-2011
Elizabeth Muse LayneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-15-2016
Garry W. BridgemanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$66309-26-2013
Garry Wayne BridgemanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-26-2013
Glenn Thomas Ferrell, James Greer Brown, John D RoseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-29-2017
Hanna Elaine Lahood, Mark W. NevinsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2506-22-2012
Harsh Bardhan JayaswalMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5009-13-2019
James Norman Pember Sr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-09-2011
Jason L. MossMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$13008-23-2013
Jason Lee MossMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2013
Jason Taylor GalenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15001-03-2014
Jordan Mcelwee EisonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2014
Joseph PerdueMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2013
Karen Sue TekulskyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Kelvin John PettawayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2014
Kevin Bruce MillerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$20006-03-2016
Lisa N. LubarMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2017
Lisa Robin Rinzler-LubelMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
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Showing 1 to 25 of 55 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.

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