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
James Paul FerranteMorgan StanleyWells Fargo Clearing Services, LLC10-03-2019
Curtis Andrew TerkuileMorgan StanleyWells Fargo Clearing Services, LLC$1,00001-04-2019
Andrew Spencer HatcherMorgan StanleyWells Fargo Clearing Services, LLC01-04-2019
Lisa Queeney-VadneyMorgan StanleyWells Fargo Clearing Services, LLC$5005-25-2018
Jonathan William RuchMorgan StanleyWells Fargo Clearing Services, LLC05-15-2018
Andrew Bryan MullenMorgan StanleyWells Fargo Clearing Services, LLC03-23-2018
Pieter BurhansMorgan StanleyWells Fargo Clearing Services, LLC01-02-2018
David Paul BushmanMorgan StanleyWells Fargo Clearing Services, LLC$6408-25-2017
David J LewittesMorgan StanleyWells Fargo Clearing Services, LLC$15004-21-2017
Christopher Lee ApgarMorgan StanleyWells Fargo Clearing Services, LLC$10004-21-2017
Thomas Morgan SimeMorgan StanleyWells Fargo Clearing Services, LLC03-01-2017
Zachary Michael MesserinoMorgan StanleyWells Fargo Clearing Services, LLC03-01-2017
Allison R BardenMorgan StanleyWells Fargo Clearing Services, LLC01-18-2017
Richard Damian DifigliaMorgan StanleyWells Fargo Clearing Services, LLC$5011-18-2016
Steven Wallace SchmittMorgan StanleyWells Fargo Clearing Services, LLC$5010-07-2016
Kyle Douglas YoungMorgan StanleyWells Fargo Clearing Services, LLC$110-07-2016
Eric KleinerMorgan StanleyWells Fargo Clearing Services, LLC$15009-09-2016
Kyle Pablo O'KeefeMorgan StanleyWells Fargo Clearing Services, LLC09-09-2016
Robert Hughes AinslieMorgan StanleyWells Fargo Clearing Services, LLC$5007-15-2016
Brooke A ReillyMorgan StanleyWells Fargo Clearing Services, LLC$1007-15-2016
Michael James PizzoMorgan StanleyWells Fargo Clearing Services, LLC07-01-2016
Tomas Jin KimMorgan StanleyWells Fargo Clearing Services, LLC04-14-2016
Sang Gue LeeMorgan StanleyWells Fargo Clearing Services, LLC04-01-2016
Paul Anis GuirguisMorgan StanleyWells Fargo Clearing Services, LLC02-01-2016
Rodrigo Idarraga Jr.Morgan StanleyWells Fargo Clearing Services, LLC01-05-2016
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Showing 1 to 25 of 72 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.