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
Chris Allen MessickRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$16803-03-2020
David Thomas PeacockRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$25003-03-2020
Matthew Corley SibleyRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2020
Richard William KeltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$10009-03-2019
Lauri SpargoRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Ryan KeltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Sean KeltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Kaitlin E. CoughlinRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Christopher James ShaverRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Salvatore SchittinoRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Brooke Harris MartinRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC10-23-2018
James Wlater Daehler Jr.Raymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC02-09-2018
Jon Jerome DouvierRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC12-11-2017
Kathleen Mary MackeyRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC11-20-2017
Timothy Michael JankeRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC06-09-2017
Beau Irving GoffRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC02-15-2017
Timothy John EdgarRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2016
Timothy Ryan IppischRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$10002-19-2016
Shelley Sue SmithRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC02-19-2016
Brandon Kristoffer LunkeRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-30-2015
Pamela Anderson ClausRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC05-14-2015
Melissa Ann DerouenRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$15001-02-2015
James Christopher McnealeyRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC08-25-2014
Matthew John DavidsonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$10006-07-2013
Matthew Erik ChalmersRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$25002-15-2013
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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.