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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian McDermottStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.04-08-2020
Michael Paul Jones Jr.Stifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-27-2020
William Hall Hood IVSecurities Service Network, LLCRaymond James & Associates, Inc.03-24-2020
Thompson Gress LemaistreLPL Financial LLCRaymond James & Associates, Inc.02-28-2020
David Michael WieseneckProEquities, Inc.Raymond James & Associates, Inc.01-27-2020
Jason David CrowLPL Financial LLCRaymond James & Associates, Inc.01-09-2020
James William RayNewbridge Securities CorporationRaymond James & Associates, Inc.12-18-2019
Cynthia GarciaMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.12-11-2019
Thomas Edward BirdseyBessemer Investor Services, Inc.Raymond James & Associates, Inc.12-09-2019
Jeffrey ShoverAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5011-08-2019
Stacey Lynn CrawfordWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.10-25-2019
Luciano Manuel CuneoKovack International Wealth Management, Inc.Raymond James & Associates, Inc.10-15-2019
Andres F. Yepes VillegasJ.W. Cole Financial, Inc.Raymond James & Associates, Inc.08-19-2019
Jose Carlos Zuniga BecerraWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.08-19-2019
Judith FinnertyWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.07-23-2019
Brian Matthew GrecoInternational Assets Advisory, LLCRaymond James & Associates, Inc.07-16-2019
Julian Craig JohnsonJ.P. Morgan Securities LLCRaymond James & Associates, Inc.06-19-2019
Kevin David HudsonFranklin Templeton Financial Services Corp.Raymond James & Associates, Inc.06-12-2019
Adam Eisig RitterspornCharles Schwab & Co., Inc.Raymond James & Associates, Inc.06-11-2019
Sulane CramerAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2505-24-2019
Erik Mclean MelvilleStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.05-16-2019
Amanda W. JowersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.05-01-2019
Herbert H. Ludlam IIIHarmony Asset Management LLCRaymond James & Associates, Inc.03-19-2019
Kaylyn Anne Van MeterFidelity Brokerage Services LLCRaymond James & Associates, Inc.02-25-2019
Lars Eric DoeblerRaymond James & Associates, Inc.Raymond James & Associates, Inc.02-20-2019
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Showing 1 to 25 of 210 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.