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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shelby Rae PerezMorgan StanleyJ.P. Morgan Securities LLC07-07-2020
Yupeng YangMorgan StanleyJ.P. Morgan Securities LLC06-23-2020
David JohnsonMorgan StanleyJ.P. Morgan Securities LLC$1006-05-2020
Damon D JohnsonMorgan StanleyJ.P. Morgan Securities LLC$15006-05-2020
Derek JohnsonMorgan StanleyJ.P. Morgan Securities LLC$5006-05-2020
Thomas AgunaMorgan StanleyJ.P. Morgan Securities LLC06-05-2020
Kikelola O AwosikaMorgan StanleyJ.P. Morgan Securities LLC03-06-2020
HEIDI Ann RICHARDSONMorgan StanleyJ.P. Morgan Securities LLC02-07-2020
Oscar RodriguezMorgan StanleyJ.P. Morgan Securities LLC12-23-2019
Yontin Y TekaMorgan StanleyJ.P. Morgan Securities LLC09-17-2019
William KimMorgan StanleyJ.P. Morgan Securities LLC08-20-2019
Brian James KettmannMorgan StanleyJ.P. Morgan Securities LLC08-09-2019
Michael Jautyng YuMorgan StanleyJ.P. Morgan Securities LLC05-06-2019
Verniece TaiMorgan StanleyJ.P. Morgan Securities LLC04-26-2019
Supriya UpretiMorgan StanleyJ.P. Morgan Securities LLC04-03-2019
Mark DecunhaMorgan StanleyJ.P. Morgan Securities LLC$15002-01-2019
Veronica Naomi ChavarinMorgan StanleyJ.P. Morgan Securities LLC01-11-2019
Dominique Brenea Jordan-GreenMorgan StanleyJ.P. Morgan Securities LLC10-26-2018
Eszter TamasMorgan StanleyJ.P. Morgan Securities LLC06-08-2018
Joshua Austin GelberMorgan StanleyJ.P. Morgan Securities LLC04-13-2018
Shu-Mei S YuMorgan StanleyJ.P. Morgan Securities LLC10-13-2017
Curtis William SwindalMorgan StanleyJ.P. Morgan Securities LLC$15007-07-2017
Rances Mendoza SainzMorgan StanleyJ.P. Morgan Securities LLC05-18-2017
Robert L SheelyMorgan StanleyJ.P. Morgan Securities LLC05-17-2017
Steven George Carayanis SrMorgan StanleyJ.P. Morgan Securities LLC05-05-2017
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Showing 1 to 25 of 57 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.