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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Alan KleinWells Fargo Clearing Services, LLCMorgan Stanley$5012-07-2015
Steven Michael GretchkoWells Fargo Clearing Services, LLCMorgan Stanley$2512-07-2015
Brandon James MudloffWells Fargo Clearing Services, LLCMorgan Stanley12-07-2015
David Ignatius BiondoSagePoint Financial, Inc.Morgan Stanley12-01-2015
Shelley Elizabeth NorrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10011-17-2015
Robin Simone SpencerComerica SecuritiesMorgan Stanley11-13-2015
Blake Mitchell BeebeLPL Financial LLCMorgan Stanley09-21-2015
Timothy John SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15009-11-2015
Christopher Camden JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-11-2015
Todd Thomas TrbovichRaymond James & Associates, Inc.Morgan Stanley09-10-2015
Ronny AclucheCitizens Securities, Inc.Morgan Stanley09-03-2015
Adam Michael ThielEdward JonesMorgan Stanley06-29-2015
Sammy Hassan AmineComerica SecuritiesMorgan Stanley06-01-2015
Kevin C. BeaudoinLPL Financial LLCMorgan Stanley$10005-22-2015
Christopher Andre RaduLPL Financial LLCMorgan Stanley05-12-2015
William Henry MoellerRaymond James & Associates, Inc.Morgan Stanley$10005-08-2015
Terrence Joseph AndrysiakRaymond James & Associates, Inc.Morgan Stanley05-08-2015
Adam Lee CoselmonRaymond James & Associates, Inc.Morgan Stanley$2505-08-2015
Kristie Leah MurrayRaymond James & Associates, Inc.Morgan Stanley05-08-2015
Dana Andrew CzmerRaymond James & Associates, Inc.Morgan Stanley$10005-08-2015
Michael Richard DrainvilleRaymond James & Associates, Inc.Morgan Stanley$10005-08-2015
Jennifer L OlsenRaymond James & Associates, Inc.Morgan Stanley$15005-08-2015
Dennis James TaylorEdward JonesMorgan Stanley$2504-20-2015
Daniel A. KeithFidelity Brokerage Services LLCMorgan Stanley03-30-2015
Michael John GlosterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-10-2015
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Showing 101 to 125 of 253 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.