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.

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
Thomas SegerJanney Montgomery Scott LLCRaymond James & Associates, Inc.03-20-2020
Thomas Edward SegerJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2503-03-2020
David Christian Luke Sr.Janney Montgomery Scott LLCRaymond James & Associates, Inc.$5009-03-2019
George A. KoutsioukisJanney Montgomery Scott LLCRaymond James & Associates, Inc.$3209-03-2019
Edwin Gabriel WaingartJanney Montgomery Scott LLCRaymond James & Associates, Inc.09-03-2019
Jeffrey Thomas SchultzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5004-17-2019
Kevin P McKaneJanney Montgomery Scott LLCRaymond James & Associates, Inc.04-17-2019
Mario Ignacio MedinaJanney Montgomery Scott LLCRaymond James & Associates, Inc.06-01-2018
Steven N PerlmanJanney Montgomery Scott LLCRaymond James & Associates, Inc.05-31-2018
Matthew John BuikemaJanney Montgomery Scott LLCRaymond James & Associates, Inc.03-02-2018
Michael David OurslerJanney Montgomery Scott LLCRaymond James & Associates, Inc.$10003-02-2018
Travis Glenn MorseJanney Montgomery Scott LLCRaymond James & Associates, Inc.$1703-02-2018
Renee Jean GilesJanney Montgomery Scott LLCRaymond James & Associates, Inc.03-02-2018
Scott Jason HorowitzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2501-18-2018
Shelly Elizabeth DelucasJanney Montgomery Scott LLCRaymond James & Associates, Inc.$20001-18-2018
David VarelaJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2512-11-2017
Marilyn Donna DrobiarzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$1012-08-2017
Thomas PazJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2510-31-2017
Fady Clement MaghakJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5009-22-2017
Victor Manuel FernandezJanney Montgomery Scott LLCRaymond James & Associates, Inc.09-22-2017
Francisco Javier AmigoJanney Montgomery Scott LLCRaymond James & Associates, Inc.$10009-01-2017
Stephen James SpahrJanney Montgomery Scott LLCRaymond James & Associates, Inc.06-18-2015
Marc W ChaitJanney Montgomery Scott LLCRaymond James & Associates, Inc.08-02-2013
Steven Charles SapirsteinJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5007-11-2013
John Kenneth PritchardJanney Montgomery Scott LLCRaymond James & Associates, Inc.$15006-05-2013
Next Page »

Showing 1 to 25 of 26 entries

Page 1 | 2

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.