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
Patrick T. ChristensenRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Richard Albert SelkerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Gary Alan ReynoldsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Stephen Robinson HurtRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Timothy John O'ConnorRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alan Douglas JordanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Peggy Ann WinbauerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Roger Lee SchenewerkRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Robert SandersUBS Financial Services Inc.Morgan Stanley & Co. LLC01-02-2009
Paul Gytis PetkusRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Margaret Susan McCallRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Van BurchfieldRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronnie Lynn CloudRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kirk Daniel BellRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Timmy Dale SiskRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Howard Martin Sr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John Bernard BurkeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Frank Henry Spriggs Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William Robin WansleyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Joseph IrwinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Lawrence HolzmanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Steven Benjamin SiskinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Danny Lee BrimhallRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Parker Lumpkin IIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Kevin ElliottRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 126 to 150 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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