Advisers on the Move TEST

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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Alford, Claudia TaparaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
David Alford, Claudia TaparaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
Stephen Blake BurtonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2020
Varyk KutnickRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Jenna Joscelyn Burt-WeeksRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Gregory Hunter SchinkRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-27-2020
John Steven HolderRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2020
Robin Linduff ByfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Kurt Charles CarterRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Michael Robert WojtekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
John Michael Hearne Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-27-2020
Michael Jay BorzaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2020
Mark Jacob ToneyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2020
Eric C. TerminiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-13-2019
Wendy Jill KarkoskaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10012-09-2019
Edvards Andris RepinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Jeremy SilvasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-11-2019
Timothy James OwenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-05-2019
Joshua Heath BriggsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2019
Tanner LowRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-23-2019
Christopher J StanfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-23-2019
Matthew Chapman DouglasRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2510-23-2019
James Gavin HawkinsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Piero A. CarhuamacaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2019
Cindy Michele CookRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-07-2019
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Showing 1 to 25 of 305 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.