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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Spencer John FrenchMorgan StanleyCUSO Financial Services, L.P.10-12-2018
Justin Michael LippincottMorgan StanleyUBS Financial Services Inc.07-02-2018
Zachary Livingston MeikleMorgan StanleyAXA Advisors, LLC05-18-2018
Alicia M ItzainaMorgan StanleyWaddell & Reed03-26-2018
Ellery Elizabeth BarneyMorgan StanleyCetera Advisor Networks LLC09-26-2017
Rita Jane MacquarrieMorgan StanleyRBC Capital Markets, LLC05-22-2017
Adam Mitchell AndersonMorgan StanleyRBC Capital Markets, LLC05-22-2017
Laura L. Thompson-BallMorgan StanleyEdward Jones08-22-2016
Tyler Jay ChurchMorgan StanleyFirst Republic Securities Company, LLC05-03-2016
Robert John Varnum Jr.Morgan StanleyD.A. Davidson & Co.02-06-2015
Amanda Zoe ColemanMorgan StanleyNorthwestern Mutual Investment Services, LLC05-30-2014
Spencer John FrenchMorgan StanleyJ.P. Morgan Securities LLC04-17-2014
Rebecca Nichole CyphersMorgan StanleyUBS Financial Services Inc.02-14-2014
Bradley Robert BoylMorgan StanleyTD Ameritrade Investment Management, LLC02-14-2014
Kyle Richard HunterMorgan StanleyUmpqua Investments, Inc.09-12-2013
Douglas Monroe CarlMorgan StanleyRBC Capital Markets, LLC$10008-23-2013
Kristin Elise HannemanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2013
Timothy Kenneth TankMorgan StanleySII Investments, Inc.$2507-16-2013
Richard Wayne PersingerMorgan StanleyAXA Advisors, LLC05-13-2013
Jennifer Elizabeth SchilterMorgan StanleyAmeriprise Financial Services, LLC03-18-2013
Paula C. JorgensenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1001-10-2013
Mark Bruce RichanbachMorgan StanleyWells Fargo Clearing Services, LLC11-02-2012
Andrew J. KalpakisMorgan StanleyJ.P. Morgan Securities LLC11-02-2012
Michael Taylor HurleyMorgan StanleyGeneos Wealth Management, Inc.10-15-2012
Kent Alan RudisillMorgan StanleyPiper Jaffray Investment Management, LLC09-05-2012
Next Page »

Showing 1 to 25 of 46 entries

Page 1 | 2

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.