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
Jed Seth SchlangerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joel Kent WilkinsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ralph Anthony OcchinoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kevin Patrick FoleyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Terry LongRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jay Francis GedeonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Eddy Dean UlledalenRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Don Earl FosterRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Morris LegrandRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas Hugh Lee Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Patricia Carol HammondRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Daniel Lee KayJ.J.B. Hilliard, W.L. Lyons, LLCFerris, Baker Watts, LLC01-02-2009
Phil David CanadyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Charles Ray MorrisRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Raymond JonesRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Jon StantonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Todd Arthur SanfordRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William Brian LeonardVanderbilt Securities, LLCPrime Capital Services, Inc.01-02-2009
Stanton B Ingram Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Mark Patton HooverRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jeffrey Dean RobertsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Anthony John BraicoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Edgar Duryea Pouch IIIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Edward UsreyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Benoit Peter Trottier Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 101 to 125 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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