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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
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
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
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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.