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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bruce H. Daigle, Diane K. Fisher, Walter F. Wydo, Jr.Raymond JamesWells Fargo Advisors$27507-29-2015
Jon SissonRaymond JamesWells Fargo Advisors$13507-28-2015
Phil EggersRaymond JamesLPL Financial$15007-24-2015
Alex Bryan, Ryan Bartley, Robert Torney Raymond JamesUBS Financial Services$30007-14-2015
Kayla T. Koeber, Lori J. BaumRaymond JamesBank of America Merrill Lynch$12007-09-2015
Charles Tumlin, Arthur Levin, Hall SumnerRaymond JamesWells Fargo Advisors$39007-01-2015
James 'Eric' Maxwell, Kaitlyn 'Katy' RathRaymond JamesMorgan Stanley Wealth Management$7506-17-2015
Terrence J. Andrysiak, William H. Moeller, Jennifer Olsen, Dana Czmer, Adam Coselmon, Michael DrainvilleRaymond JamesMorgan Stanley Wealth Management$66506-11-2015
David Holwadel, Jeffrey Thompson, Yvette BushRaymond JamesBank of America Merrill Lynch$40006-09-2015
Don d'Adesky, W. Kristopher Lemke, Matthew Cicero, Jose Cabrera Sr., Kevin Gourrier, Ryan WeberRaymond JamesMorgan Stanley Wealth Management$2,40006-03-2015
James 'Trey' Mahan III, Gregory S. Snider Raymond JamesJPMorgan Chase & Co.$14105-29-2015
Lewis 'Bud' Wentz, Tim Porter, Luke Vincer, Matt NorrisRaymond JamesWestminster Financial Securities$31705-29-2015
Jeffrey M. Collins, Brien KrankRaymond JamesMorgan Stanley Wealth Management$35005-07-2015
Thomas P. HughesRaymond JamesCetera$11005-05-2015
Shannon Bennett, Vicki GrayRaymond JamesMorgan Stanley Wealth Management$14005-04-2015
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosRaymond JamesWells Fargo Advisors$17504-21-2015
Todd R. LovellRaymond JamesMorgan Stanley Wealth Management$004-15-2015
Debra Dragich, Toni OndekRaymond JamesMorgan Stanley Wealth Management$21204-13-2015
James H. Pohlman, Jr.Raymond JamesWells Fargo Advisors$17504-01-2015
John P. Lipari, Richard P. Ribek, Elizabeth CarterRaymond JamesMorgan Stanley Wealth Management$25003-20-2015
Lynn Davis, Russell Baker, Chelsea Magby, Karen Martin, Rick PattersonRaymond JamesLPL Financial$003-16-2015
Douglas W. Richards, Sheldon Ray Jr.Raymond JamesMorgan Stanley Wealth Management$15003-09-2015
Edward A. Metz, Zamira A. Sanchez, Janet SbroccoRaymond JamesLPL Financial$15003-09-2015
Marta L. Shen, A.K. MashhoonRaymond JamesCommonwealth Financial Network$10902-26-2015
John Sedberry, Zachary Jones Raymond JamesLPL Financial$9302-26-2015
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Showing 1 to 25 of 156 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.