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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Taylor MorganThe High Net Worth Advisory Group, LLCRaymond James & Associates, Inc.$15009-28-2020
Howard Joseph Jordan JrThe High Net Worth Advisory Group, LLCRaymond James & Associates, Inc.$10009-28-2020
Gary Edward McgovernJanney Montgomery Scott LLCRaymond James & Associates, Inc.$10009-24-2020
Emily Anne JohnsonUBS Financial Services Inc.Raymond James & Associates, Inc.09-24-2020
Joey A GoodspeedHorace Mann Investors, Inc.Raymond James & Associates, Inc.09-22-2020
Richard David AlexanderCetera Investment Services LLCRaymond James & Associates, Inc.09-08-2020
Coleman Vaughn McNamaraJ.P. Morgan Securities LLCRaymond James & Associates, Inc.09-08-2020
Blake Houston ChelfFidelity Brokerage Services LLCRaymond James & Associates, Inc.09-08-2020
Michael J West SrAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10009-04-2020
Andrew Oliver WestAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-04-2020
Laura Kaye CookAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10009-04-2020
John Peter BoosalisWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5009-03-2020
Brian Carter KeachWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.09-03-2020
Brett R BurzaCambridge Investment Research, Inc.Raymond James & Associates, Inc.09-03-2020
June Denise HerrellLPL Financial LLCRaymond James & Associates, Inc.09-02-2020
Frederick Carpenter LaneLane Generational LLCRaymond James & Associates, Inc.08-28-2020
John Mark Schibli JrLane Generational LLCRaymond James & Associates, Inc.08-28-2020
Jason PercyCapital Advisors, Inc.Raymond James & Associates, Inc.08-24-2020
Michael William DrummondInVest Capital PartnersRaymond James & Associates, Inc.08-19-2020
Allen Huggins Johnson JrApollon Wealth Management, LLCRaymond James & Associates, Inc.08-14-2020
Jason Earl HarshBankers Life Securities, Inc.Raymond James & Associates, Inc.08-13-2020
Susanne Carol BednarzykKestra Investment Services, LLCRaymond James & Associates, Inc.08-11-2020
David Overton CarlockKestra Investment Services, LLCRaymond James & Associates, Inc.$15008-11-2020
Joel Paul KichlineStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$10008-10-2020
Samuel Joel KichlineStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.08-10-2020
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Showing 1 to 25 of 642 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.