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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shirley Ellen WashamAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-13-2019
Lawrence Parker WattsSowell Management ServicesRaymond James & Associates, Inc.08-23-2019
Jessica Eizabeth PoynterFirst Heartland Capital, Inc.Raymond James & Associates, Inc.05-17-2019
Robert W. Bass Jr.Bass and Bell, Inc.Raymond James & Associates, Inc.04-01-2019
Christopher D. BellBass and Bell, Inc.Raymond James & Associates, Inc.04-01-2019
Seth Michael HilgerEdward JonesRaymond James & Associates, Inc.03-15-2019
Melissa Ann WiencekStephensRaymond James & Associates, Inc.09-24-2018
Robert Gregory HubbardAllstate Financial Services, LLCRaymond James & Associates, Inc.05-23-2017
Theresa Marie SpidleLincoln InvestmentRaymond James & Associates, Inc.$23805-01-2017
Sophia Leann ModeCetera Investment Services LLCRaymond James & Associates, Inc.12-02-2016
Scott Thomas CrossMML Investors Services, LLCRaymond James & Associates, Inc.$2506-13-2016
Nancy Worsham JacksonSimmons First Investment Group, Inc.Raymond James & Associates, Inc.$5005-02-2016
Michael T. JacksonSimmons First Investment Group, Inc.Raymond James & Associates, Inc.05-02-2016
Charles Kirksey PoynterCrews & Associates, Inc.Raymond James & Associates, Inc.$15007-20-2015
Benjamin Hollis PenixStephensRaymond James & Associates, Inc.$1003-03-2015
John Michael PaulSphere, LLCRaymond James & Associates, Inc.02-10-2015
James Edward HarrisAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5008-04-2014
Michelle Booker BennettMorgan StanleyRaymond James & Associates, Inc.$5008-02-2013
Joe Don TreeceArvest Wealth ManagementRaymond James & Associates, Inc.$2506-17-2013
Nicholas Andrew TyburskiLPL Financial LLCRaymond James & Associates, Inc.$10008-25-2009
Stuart Alan EpleyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2508-07-2009

Showing 1 to 21 of 21 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.