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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Barbara Louise WagnerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jorge Luis LlanezaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Billy Ray MilesRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas Michael BrettRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robin Lee SchanerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Valton Trent JacksonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Michael DickRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael D. SwainRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Charles Barry BoyceRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kelly Jay HayhurstRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James William Van HollebekeLincoln InvestmentGreat American Advisors, Inc.01-02-2009
Walter Francis MortimerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Dana Earl RandallRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Paul Leonard MarrellaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Diane Pulito BellRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Sean Adam Nathaniel SharpeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Lynda Collier ParkerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Richard Alan LernerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael James KernanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Daniel Edward ButlerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Steven Frederick DoepkeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Wayne BegleyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Brian Mark McLaughlinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Scott Eric LakeSecurities Service Network, LLCSagePoint Financial, Inc.01-02-2009
Lester Allen Brunker Jr.UBS Financial Services Inc.Citigroup Global Markets Inc.01-02-2009
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Showing 301 to 325 of 100,580 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.

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