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
Amanda Lynn JezikWells Fargo Clearing Services, LLCMorgan Stanley07-09-2019
Mandy Kay DollarCetera Investment Services LLCMorgan Stanley03-15-2019
Zachariah ZuhdiJ.P. Morgan Securities LLCMorgan Stanley11-26-2018
Jennah R. ClarkRaymond James & Associates, Inc.Morgan Stanley06-07-2018
Frank Reid ShipleyRaymond James & Associates, Inc.Morgan Stanley06-07-2018
Charles Hugh RappFinancial Engines Advisors L.L.C.Morgan Stanley06-06-2018
Jonathan Frederick UsitaloJ.P. Morgan Securities LLCMorgan Stanley03-29-2018
Donald Kirk DarnellAllstate Financial Services, LLCMorgan Stanley09-27-2017
Brent Michael SuchyRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Anthony David AllenRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Vicki Lyn ArnoldMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-13-2017
Carly Jeanae MurphyCharles Schwab & Co., Inc.Morgan Stanley06-16-2017
Stuart Lee McCuanLIG Capital Management, LLCMorgan Stanley03-03-2017
Ciera LillyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-15-2016
Tyler T GrubbsCadent Capital Advisors, LLCMorgan Stanley08-04-2016
Monica YousefzadehMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-22-2016
Braden James TylerJ.P. Morgan Securities LLCMorgan Stanley01-22-2016
Dennis Keeley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-01-2015
John Oliver BuckleyArvest Wealth ManagementMorgan Stanley07-22-2015
Eddie Stephen SeinBOK Financial Securities, Inc.Morgan Stanley04-13-2015
David Michael FoleyCadent Capital Advisors, LLCMorgan Stanley03-13-2015
Kyle M. BrownleeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-04-2015
Cassie Anna HolmesWells Fargo Clearing Services, LLCMorgan Stanley11-14-2014
Michael William RobertsWells Fargo Clearing Services, LLCMorgan Stanley05-08-2014
Craig Alan CanardBOK Financial Securities, Inc.Morgan Stanley03-05-2014
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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.