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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sammy Hassan AmineComerica SecuritiesMorgan Stanley06-01-2015
Kevin C BeaudoinPrivate Advisor Group, LLCMorgan Stanley05-22-2015
Christopher Andre RaduLPL Financial LLCMorgan Stanley05-12-2015
Dennis James TaylorEdward JonesMorgan Stanley$5004-20-2015
Michael John GlosterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-10-2015
Frank L. BanksWells Fargo Clearing Services, LLCMorgan Stanley$5002-20-2015
William David BurkeLebenthal & Co., LLCMorgan Stanley01-15-2015
Lance Jamar TurnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-17-2014
Jed Stuart MccrumbWells Fargo Advisors Financial Network, LLCMorgan Stanley09-12-2014
Kedren NashGLP Investment Services, LLCMorgan Stanley07-08-2014
Jared Owen McnuttAmeriprise Financial Services, Inc.Morgan Stanley06-27-2014
Aaron W HollisterWaddell & ReedMorgan Stanley06-23-2014
Jay M CarlsonPNC InvestmentsMorgan Stanley06-04-2014
Jeffrey David LynnAmeriprise Financial Services, Inc.Morgan Stanley$9104-17-2014
Heather Rene KakabeekeRaymond James & Associates, Inc.Morgan Stanley$5004-16-2014
Daniel Harry CurkanSigma Financial CorporationMorgan Stanley04-11-2014
Kenneth Michael CylkowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$112-16-2013
Eric Martin RuthFirst American Securities, Inc.Morgan Stanley11-15-2013
Dale Michael JurekRaymond James & Associates, Inc.Morgan Stanley$15011-01-2013
Eldridge Foster ParksRaymond James & Associates, Inc.Morgan Stanley11-01-2013
Pedro Luis LlanesAmeriprise Financial Services, Inc.Morgan Stanley$8810-18-2013
Reed Michael BenetWells Fargo Clearing Services, LLCMorgan Stanley09-30-2013
Andrey IlyasovMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-26-2013
Ronald Jay RostkerQuestar Capital CorporationMorgan Stanley09-25-2013
Thomas Edwin Burger Jr.Cetera Investment Services LLCMorgan Stanley09-17-2013
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Showing 51 to 75 of 173 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.


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