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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Marcus HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2512-18-2009
Scott T MedeirosMorgan StanleyTransamerica Capital, Inc.01-11-2010
Daniel J HudsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2010
Oscar Enrique HurtadoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-31-2010
Luis Felipe Del SolarMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-31-2010
Rita B LessardMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2010
Nicholas Alfred MoranMorgan StanleyFederated Securities Corp.04-12-2010
Eric Michael Deroche Jr.Morgan StanleyJohn Hancock Investment Management Distributors LLC10-04-2010
Patricia Jane LejeuneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-19-2010
Maria PopaMorgan StanleyMorgan Stanley12-03-2010
Marguerite Claudia KnightMorgan StanleyJ.P. Morgan Securities LLC05-06-2011
Robyn Richaud HornsbyMorgan StanleyJ.P. Morgan Securities LLC06-01-2011
Evan Richard JacobsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-07-2011
Tische BoudreauxMorgan StanleyUBS Financial Services Inc.01-13-2012
John Walker LobdellMorgan StanleyMorgan Stanley$1003-09-2012
George John Lampard IIIMorgan StanleyCapital One Investment Services LLC05-04-2012
Hamilton Loftin MartinMorgan StanleyHancock Whitney Investment Services Inc.$5006-11-2012
Edward Moreland EllingtonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-03-2012
Frank Allan WoodMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-03-2012
Stephen Gorham ShaddockMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$20008-03-2012
Powell Smith Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-03-2012
Henry Owen CholMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-03-2012
Eloise Hunter HuberMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-03-2012
Brad J. HanksMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-03-2012
Natalie F FontenotMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2012
Next Page »

Showing 1 to 25 of 71 entries

Page 1 | 2 | 3

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.