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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karl Lee Kreshpane Jr.UBS Financial Services Inc.Morgan Stanley01-21-2020
Tiffany Ann BrainUBS Financial Services Inc.Morgan Stanley08-30-2019
Carlos Andres AcunaUBS Financial Services Inc.Morgan Stanley07-02-2019
John William HansonUBS Financial Services Inc.Morgan Stanley04-02-2019
Kyle Aaron AshmoreUBS Financial Services Inc.Morgan Stanley09-05-2018
Edward FernandezUBS Financial Services Inc.Morgan Stanley07-11-2018
Blair E. KurtzUBS Financial Services Inc.Morgan Stanley01-19-2018
Brian EnglishUBS Financial Services Inc.Morgan Stanley12-15-2017
Kiran Kaur AhujaUBS Financial Services Inc.Morgan Stanley08-30-2017
Melissa Stephanie LovellUBS Financial Services Inc.Morgan Stanley$10006-14-2017
Jennifer M SalmonUBS Financial Services Inc.Morgan Stanley04-20-2017
Alexander Mark KankoUBS Financial Services Inc.Morgan Stanley04-10-2017
Jared Alan GilsenanUBS Financial Services Inc.Morgan Stanley03-17-2017
Patrick Scott BrosnihanUBS Financial Services Inc.Morgan Stanley03-01-2017
Mckinley B ExilusUBS Financial Services Inc.Morgan Stanley01-20-2017
Kedar J. WilsonUBS Financial Services Inc.Morgan Stanley10-07-2016
Lynn Potash FryckbergUBS Financial Services Inc.Morgan Stanley$10008-17-2016
Steven Elliot GoldmanUBS Financial Services Inc.Morgan Stanley$5008-17-2016
George Gilbert SmithUBS Financial Services Inc.Morgan Stanley$2508-17-2016
Jessica Corbin DebearUBS Financial Services Inc.Morgan Stanley08-17-2016
Douglas Matthew PiresUBS Financial Services Inc.Morgan Stanley$2508-17-2016
Lulu ZappyUBS Financial Services Inc.Morgan Stanley08-17-2016
Jordan Leslie CotterUBS Financial Services Inc.Morgan Stanley08-17-2016
Cheryl T. FreemanUBS Financial Services Inc.Morgan Stanley06-23-2016
Frank Michael AlecciUBS Financial Services Inc.Morgan Stanley$5005-26-2016
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Showing 1 to 25 of 149 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.