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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael J Germano IVRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$50003-16-2017
John Vincent ScambrayRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25006-12-2015
Robert Saul ShassolRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$10001-02-2015
Todd Alan VolkmanRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25011-10-2014
Hy Jamie SaportaRaymond James Financial Services, Inc.Citigroup Global Markets Inc.02-05-2014
Jenna Lee HeimbaughRaymond James Financial Services, Inc.Citigroup Global Markets Inc.07-07-2009
Richard Drummond LongRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$50005-29-2009
Michael H FischerRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-29-2009
Kenneth Mark GurskyRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-26-2009
Timothy James McneelyRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$10005-22-2009
Fred Berne McNeelyRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-22-2009
Kenneth Joe HajdikRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-22-2009
Genevieve Elva ShepherdRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$10005-08-2009
Jeffrey Malcolm MoorhouseRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-08-2009
James Edward Boileau Jr.Raymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-08-2009
Michael Alan OwensRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-08-2009
James Francis Capen Jr.Raymond James Financial Services, Inc.Citigroup Global Markets Inc.$50005-08-2009
Barbara Esther PerraultRaymond James Financial Services, Inc.Citigroup Global Markets Inc.05-08-2009
Wendy Stewart MarkeyRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-06-2009
Sandra Lee StewartRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$50005-06-2009
David Scott BedfordRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-05-2009
Franklin IryamiRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25005-01-2009
David Paul PaciorekRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$10004-29-2009
Bruce A. KlootwykRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$15004-24-2009
Stephen Craig WilsonRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25004-24-2009
Next Page »

Showing 1 to 25 of 59 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.