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
Curtis Andrew TerkuileMorgan StanleyWells Fargo Clearing Services, LLC$1,00001-04-2019
Andrew Spencer HatcherMorgan StanleyWells Fargo Clearing Services, LLC01-04-2019
Shari Falesha BookertMorgan StanleyWells Fargo Clearing Services, LLC12-27-2018
David Bolden Graham Jr.Morgan StanleyWells Fargo Clearing Services, LLC$2512-12-2018
Robert Francis GibbsMorgan StanleyWells Fargo Clearing Services, LLC12-11-2018
Natasha Ann MihaylovMorgan StanleyWells Fargo Clearing Services, LLC11-30-2018
Paul E. BabaranMorgan StanleyWells Fargo Clearing Services, LLC11-20-2018
Eban BarnettMorgan StanleyWells Fargo Clearing Services, LLC$2511-16-2018
Julia Vadimovna IvanitskiMorgan StanleyWells Fargo Clearing Services, LLC11-13-2018
Pascal M. KropfMorgan StanleyWells Fargo Clearing Services, LLC11-12-2018
Brian William GuyMorgan StanleyWells Fargo Clearing Services, LLC$10011-08-2018
Yousaf ZamanudinMorgan StanleyWells Fargo Clearing Services, LLC10-25-2018
Ryan Philip PalenskeMorgan StanleyWells Fargo Clearing Services, LLC10-19-2018
Bruce Jay ZwickMorgan StanleyWells Fargo Clearing Services, LLC10-12-2018
Brian Richard LarsonMorgan StanleyWells Fargo Clearing Services, LLC$15010-12-2018
Ilene Sue ZwickMorgan StanleyWells Fargo Clearing Services, LLC$7210-12-2018

Showing 1 to 16 of 16 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.