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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Yoon Joon JangMorgan StanleyWells Fargo Clearing Services, LLC02-24-2012
Adam Daniel GelcichMorgan StanleyWells Fargo Clearing Services, LLC02-03-2020
Alejandro Alex PulidoMorgan StanleyWells Fargo Clearing Services, LLC06-20-2011
Alias MasudiMorgan StanleyWells Fargo Clearing Services, LLC04-26-2018
Andrew Christopher DeprimioMorgan StanleyWells Fargo Clearing Services, LLC01-17-2020
Anthony Faustino PerezMorgan StanleyWells Fargo Clearing Services, LLC11-13-2015
Brandy Jean Boyles-VazquezMorgan StanleyWells Fargo Clearing Services, LLC02-07-2014
Bruce Steven StuartMorgan StanleyWells Fargo Clearing Services, LLC$5009-23-2011
Bryon James BotsfordMorgan StanleyWells Fargo Clearing Services, LLC$2506-12-2020
Charles Robert WilmothMorgan StanleyWells Fargo Clearing Services, LLC$5001-25-2019
Christopher Boon Leng HoeMorgan StanleyWells Fargo Clearing Services, LLC01-17-2014
Christopher Edward CoghlanMorgan StanleyWells Fargo Clearing Services, LLC08-02-2013
Christopher James ButlerMorgan StanleyWells Fargo Clearing Services, LLC$10001-15-2010
Christopher Roy MichinakaMorgan StanleyWells Fargo Clearing Services, LLC$10006-12-2020
Daniel Paul MorilakMorgan StanleyWells Fargo Clearing Services, LLC$5008-04-2011
Danielle Jessica AldamaMorgan StanleyWells Fargo Clearing Services, LLC$9010-04-2011
Darryl Hun-Kien NgMorgan StanleyWells Fargo Clearing Services, LLC$15009-02-2011
David Albert Castleberry JrMorgan StanleyWells Fargo Clearing Services, LLC$5001-03-2014
David Arthur DoughertyMorgan StanleyWells Fargo Clearing Services, LLC$10002-01-2013
David H RascoeMorgan StanleyWells Fargo Clearing Services, LLC$8002-15-2013
David Harrison RascoeMorgan StanleyWells Fargo Clearing Services, LLC$10002-15-2013
David William SchragerMorgan StanleyWells Fargo Clearing Services, LLC$4003-29-2012
Deepinder SekhonMorgan StanleyWells Fargo Clearing Services, LLC10-25-2019
Desiderio Antonio RodriguezMorgan StanleyWells Fargo Clearing Services, LLC02-28-2014
Dominique Noel WardMorgan StanleyWells Fargo Clearing Services, LLC11-13-2019
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Showing 1 to 25 of 124 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.