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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael G DowdellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-23-2018
Zachary Steven PaulMorgan StanleyJ.P. Morgan Securities LLC07-17-2018
Brock David CooperMorgan StanleyTIAA-CREF Individual & Institutional Services, LLC08-12-2017
Daniel Scott DillardMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2017
Lisa Marie GorodenskiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2017
Gregory Thomas TalpeyMorgan StanleyPrudential Annuities Distributors, Inc03-21-2017
Amanda Arlene CaslerMorgan StanleyLPL Financial LLC$112-12-2016
Deborah Jean RenshawMorgan StanleyMML Investors Services, LLC11-14-2016
Joseph Martin PotvinMorgan StanleyWells Fargo Clearing Services, LLC07-22-2016
Bradley Stephen BaturMorgan StanleyMetLife Securities Inc.07-11-2016
Sudarshan KumarMorgan StanleyRoyal Alliance Associates, Inc.$1,00004-11-2016
David D. Janke Jr.Morgan StanleyCitizens Securities, Inc.03-24-2016
Jaclynn Ann ParentMorgan StanleyJ.P. Morgan Securities LLC02-12-2016
Yvonne Marie ColeMorgan StanleyJ.P. Morgan Securities LLC02-12-2016
Kelly Marie MurrayMorgan StanleySigma Financial Corporation01-20-2016
Aimee Salazar O'DonnellMorgan StanleyJ.P. Morgan Securities LLC01-01-2016
Melissa Laura DesantisMorgan StanleyJ.P. Morgan Securities LLC12-23-2015
Bryan Edward McnamaraMorgan StanleyJ.P. Morgan Securities LLC$5009-11-2015
Jason Bryce KeeleMorgan StanleyUBS Financial Services Inc.07-30-2015
Troy Michael CowdreyMorgan StanleySterne, Agee & Leach, Inc.$107-28-2015
Emily Marie TakamatsuMorgan StanleyLPL Financial LLC06-24-2015
Kevin Joseph ZezulaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$106-04-2015
Daniel James Wirtanen Jr.Morgan StanleyJ.P. Morgan Securities LLC05-22-2015
Lindsay Oneill CorneilleMorgan StanleyTIAA-CREF Individual & Institutional Services, LLC05-08-2015
Damian William LockhartMorgan StanleyWaddell & Reed$5002-18-2015
Next Page »

Showing 1 to 25 of 107 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.


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