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.

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
Adekemi AzeezMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-29-2016
Robert GarzaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$1004-15-2015
Ronnie E. DuttonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC04-10-2015
Ricardo GuerreroMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$10011-07-2014
Jason Reuben CancinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC11-13-2012
Sammy M. SalekMML Investors Services, LLCJ.P. Morgan Securities LLC04-14-2016
Harpreet Singh SidhuMorgan StanleyJ.P. Morgan Securities LLC06-26-2019
Isel Maria IsernMorgan StanleyJ.P. Morgan Securities LLC08-23-2018
Maria Del Carmen BaezMorgan StanleyJ.P. Morgan Securities LLC08-09-2018
Claudia Victoria MartinezMorgan StanleyJ.P. Morgan Securities LLC08-08-2018
Olga Cristina BlanchetteMorgan StanleyJ.P. Morgan Securities LLC08-08-2018
Perry Lee SkudlarczykMorgan StanleyJ.P. Morgan Securities LLC$15003-21-2018
Steve Olabode Oniya JrMorgan StanleyJ.P. Morgan Securities LLC01-24-2018
Paul Edgar ArnoldMorgan StanleyJ.P. Morgan Securities LLC03-03-2017
Jon P. Piorkowski, Jonathan W. Bassham, Matthew J. SmithMorgan StanleyJ.P. Morgan Securities LLC07-22-2016
Jerome John SenegalMorgan StanleyJ.P. Morgan Securities LLC06-16-2016
Leah Renee WyckoffMorgan StanleyJ.P. Morgan Securities LLC01-14-2016
Robert R. WyckoffMorgan StanleyJ.P. Morgan Securities LLC$5010-09-2015
Paul Matthew CoxMorgan StanleyJ.P. Morgan Securities LLC07-02-2015
Scott Michael DuplantisMorgan StanleyJ.P. Morgan Securities LLC$5002-14-2014
David NarvaezMorgan StanleyJ.P. Morgan Securities LLC$5008-09-2013
John R. WhiteheadNeuberger Berman LLCJ.P. Morgan Securities LLC05-19-2014
Kelsey Kay WhiteNTB Financial CorporationJ.P. Morgan Securities LLC05-29-2019
Donald Gregory Sketchley Sr.OneAmerica Securities, Inc.J.P. Morgan Securities LLC01-30-2019
Richard Eric MuddOppenheimer & Co. Inc.J.P. Morgan Securities LLC$15006-20-2018
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Showing 101 to 125 of 201 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.


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