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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
Marta L. Shen, A.K. MashhoonRaymond JamesCommonwealth Financial Network$10902-26-2015
John Sedberry, Zachary Jones Raymond JamesLPL Financial$9302-26-2015
Samuel C. Gross, Joseph G. Brady, Tonya Ann RasmussenRaymond JamesWilliam Blair & Co.$52402-20-2015
Robert Winebrenner, Steve Hussey, Heidi Schenz, Chris JohnsonRaymond JamesMorgan Stanley Wealth Management$27002-18-2015
Billy C. Belcher Raymond JamesEdward Jones$17502-13-2015
Paul Berman, Joshua RosenzweigRaymond JamesRBC Wealth Management$20002-09-2015
Michael R. Hostick, II, Michael D. CharlesRaymond JamesOppenheimer$001-28-2015
Rob TorringtonRaymond JamesUBS Financial Services$10301-28-2015
Luigi MazzaRaymond JamesMorgan Stanley Wealth Management$8501-22-2015
Joel P. FeldmanRaymond JamesUBS Financial Services$18801-15-2015
Patrick Yates, Carole Yates, Donna CalkinRaymond JamesUBS Financial Services$12001-12-2015
Danielle BluntRaymond JamesEdward Jones$11401-12-2015
Katherine Traver, Michael L. GardnerRaymond JamesRBC Wealth Management$18501-12-2015
Raymond E. Ifert, Lorraine M. FaedoRaymond JamesBNY Mellon$85001-06-2015
John E. Fitch, III, Marsha Werner, Pamela Appell, Penny TipswordRaymond JamesWells Fargo Advisors$11001-05-2015
Craig A. Houck, Richard L. Schooley, Jr., Alyssa DonaldsonRaymond JamesMorgan Stanley Wealth Management$30012-19-2014
Robert D. Walsh, Travis C. Jaggers Raymond JamesWells Fargo Advisors$11612-15-2014
Erwin Bry, Terry Bry, Lori FugateRaymond JamesWells Fargo Advisors$22012-12-2014
David GunterRaymond JamesStifel Nicolaus & Co.$19112-10-2014
Howard Franzblau, Richard A. Devine, Wayne Froud, David B. Brennan, Jason Franzblau, Al MyrieRaymond JamesJPMorgan Chase & Co.$90012-08-2014
Samuel W. Spanos, Gennaro 'Jerry' Marsico, Todd C. Todorich, Robert M. Lewis, George Kruth, Mark ORaymond JamesBank of America Merrill Lynch$53512-02-2014
Dan Foran, John Foran, Jessica Foran, Brian M. Sweatt, Mark Z. WaltersRaymond JamesLPL Financial$20012-02-2014
Robert 'Bob' Pehl, Lynne PehlRaymond JamesMorgan Stanley Wealth Management$26511-19-2014
Trenton K. Morton, Scott L. HitchcockRaymond JamesD.A. Davidson & Co.$29011-19-2014
Eric de Goldsmith-Rothschild Raymond JamesUBS Financial Services$12509-30-2014
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Showing 1 to 25 of 133 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.