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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary Steven PaulMorgan StanleyJ.P. Morgan Securities LLC07-17-2018
Yvonne Marie ColeMorgan StanleyJ.P. Morgan Securities LLC02-12-2016
Jaclynn Ann ParentMorgan StanleyJ.P. Morgan Securities LLC02-12-2016
Melissa Laura DesantisMorgan StanleyJ.P. Morgan Securities LLC12-23-2015
Bryan Edward McNamaraMorgan StanleyJ.P. Morgan Securities LLC$5009-11-2015
Daniel James Wirtanen Jr.Morgan StanleyJ.P. Morgan Securities LLC05-22-2015
Cheri Marie WatsonMorgan StanleyJ.P. Morgan Securities LLC04-09-2015
Janice W LoMorgan StanleyJ.P. Morgan Securities LLC03-27-2014
Nicole Erika NielsonMorgan StanleyJ.P. Morgan Securities LLC$5003-25-2014
Andrew Derek MeyerMorgan StanleyJ.P. Morgan Securities LLC03-03-2014
Michael Jerome DymkowskiMorgan StanleyJ.P. Morgan Securities LLC11-27-2013
Penny Lynn SageMorgan StanleyJ.P. Morgan Securities LLC11-08-2013
Mark Francis GenoveseMorgan StanleyJ.P. Morgan Securities LLC11-04-2013
Thomas John Grobbel IIMorgan StanleyJ.P. Morgan Securities LLC03-04-2013
Bryan Jeffrey SchonMorgan StanleyJ.P. Morgan Securities LLC$10011-01-2012
Rana BerryMorgan StanleyJ.P. Morgan Securities LLC06-25-2012
Debra Jones-McconnellMorgan StanleyJ.P. Morgan Securities LLC04-09-2012
Jerry Ralph PearsonMorgan StanleyJ.P. Morgan Securities LLC03-26-2010
Robert Charles Tholl Jr.Morgan StanleyJ.P. Morgan Securities LLC03-26-2010
John Richard BullerMorgan StanleyJ.P. Morgan Securities LLC09-25-2009
Tabb Michael WileMorgan StanleyJ.P. Morgan Securities LLC09-25-2009
David Glenn ClarkMorgan StanleyJ.P. Morgan Securities LLC09-25-2009
Virginia Ann WiselyMorgan StanleyJ.P. Morgan Securities LLC09-25-2009
David J. RunyonMorgan StanleyJ.P. Morgan Securities LLC09-25-2009

Showing 1 to 24 of 24 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.