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
Jean Melissa KahlRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronald Allen CastletonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jeffrey Ronald BadowskiRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
James Leon McCurdyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas Michael BatsonWells Fargo Clearing Services, LLCMorgan Stanley & Co. LLC01-02-2009
Todd Strayer DellingerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
J. Kenneth LongRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Anthony PiazzaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Garry Robert MartinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Marie Finazzo JohnsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Victor Alan RobinetteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Patricia Diane FlemmingRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Thomas LumleyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Todd Andrew OsbornRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joel Barber Adams Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Samuel Allen MarrellaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Philip KreitlerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Dean Alan Cook Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Steven Francis KennedyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Mary Kay HermannRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
John Harold NelsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Monica Mary BaldwinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Dana Dean SimcoxRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Douglas Morgan WhiteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
William Jay NadlerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 176 to 200 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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