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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Leo KellyRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$50009-06-2016
Sean Rierson MartinRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$50009-06-2016
Marco Anthony RadovanovichRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$15009-06-2016
Fred Courtney Croll CrozierRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Carolyn Ann CrenshawRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Laura Lynn RennerRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Barry Lee GarberRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Thomas Robert KurowskiRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Carlos MunozlucasRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Zachary L. GarberRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Robert George Delauney Jr.Raymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Brett Douglas Clifford, Theodore Cooke Waters III, Trevor Wesley Ferrill, Timothy Joseph SchereMorgan StanleyDeutsche Bank Securities Inc.02-14-2014
Martin Francis DomresMorgan StanleyDeutsche Bank Securities Inc.$15008-09-2013
R. Matthew Williams NovakHarbor Investment Advisory, LLCDeutsche Bank Securities Inc.02-14-2011
Gregory Edward ParanzinoHarbor Investment Advisory, LLCDeutsche Bank Securities Inc.$15001-14-2011
Champe Seabury Andrews IIIHarbor Investment Advisory, LLCDeutsche Bank Securities Inc.$10001-14-2011
William Mark ClarkUBS Financial Services Inc.Deutsche Bank Securities Inc.$20007-16-2009

Showing 1 to 17 of 17 entries

Page 1

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.