Advisers on the Move

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
Jennifer Elizabeth SchilterMorgan StanleyAmeriprise Financial Services, LLC03-18-2013
Zachary Livingston MeikleMorgan StanleyAXA Advisors, LLC05-18-2018
Richard Wayne PersingerMorgan StanleyAXA Advisors, LLC05-13-2013
John Howard EckelsMorgan StanleyBerthel, Fisher & Company Financial Services, Inc.02-03-2011
Ellery Elizabeth BarneyMorgan StanleyCetera Advisor Networks LLC09-26-2017
Spencer John FrenchMorgan StanleyCUSO Financial Services, L.P.10-12-2018
John Thomas NicolausMorgan StanleyCUSO Financial Services, L.P.05-26-2020
Robert John Varnum Jr.Morgan StanleyD.A. Davidson & Co.02-06-2015
Laura L. Thompson-BallMorgan StanleyEdward Jones08-22-2016
Patrick N ArchibaldMorgan StanleyEdward Jones09-30-2011
Lonnie Kay TuckerMorgan StanleyEdward Jones09-16-2010
Michelle Renae PowlisonMorgan StanleyEdward Jones11-13-2009
Lonnie Eugene GieberMorgan StanleyFinancial Partner Network, LLC12-11-2009
Tyler Jay ChurchMorgan StanleyFirst Republic Securities Company, LLC05-03-2016
Michael Taylor HurleyMorgan StanleyGeneos Wealth Management, Inc.10-15-2012
Spencer John FrenchMorgan StanleyJ.P. Morgan Securities LLC04-17-2014
Andrew J. KalpakisMorgan StanleyJ.P. Morgan Securities LLC11-02-2012
Kristin Elise HannemanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2013
Paula C. JorgensenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1001-10-2013
Duane Kenneth HoffingerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2012
Jeffrey E RodgersMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-03-2010
Nathan James Vander KleyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2009
Suzan Elizabeth ElderMorgan StanleyMorgan Stanley08-23-2010
Amanda Zoe ColemanMorgan StanleyNorthwestern Mutual Investment Services, LLC05-30-2014
Ryan James EspingMorgan StanleyPhillips & Company05-10-2011
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Showing 1 to 25 of 47 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.