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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tonja Godfrey RutseyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-26-2019
Yadira Salinas GarciaAsset Management Strategies, Inc.Raymond James & Associates, Inc.04-26-2017
Peter Kuhns BartelCantella & Co., Inc.Raymond James & Associates, Inc.$10001-02-2018
Brett D. GuileyCantella & Co., Inc.Raymond James & Associates, Inc.$1,00001-02-2018
Vanessa A. SopkeCetera Investment Services LLCRaymond James & Associates, Inc.10-01-2015
Michael Richard LobeckCetera Investment Services LLCRaymond James & Associates, Inc.01-29-2015
Michele Marie GoldmanCFD Investments, Inc.Raymond James & Associates, Inc.05-05-2011
Jerry Dale LawheadFifth Third Securities, Inc.Raymond James & Associates, Inc.$5004-27-2015
Jason Christopher LlewellynHolistic Financial Partners, LLCRaymond James & Associates, Inc.07-06-2015
Mark Robert HildebrandHolistic Financial Partners, LLCRaymond James & Associates, Inc.06-03-2015
Cory Nicholas SmithIndy Wealth Solutions, LLCRaymond James & Associates, Inc.04-29-2016
Steven Aaron FryeJ.J.B. Hilliard, W.L. Lyons, LLCRaymond James & Associates, Inc.09-21-2018
Eric Jeffrey FrappierJ.P. Morgan Securities LLCRaymond James & Associates, Inc.02-28-2018
David Ross KristiansenJ.P. Morgan Securities LLCRaymond James & Associates, Inc.$5006-19-2013
Gregory Lee ShirkLaSalle St Securities, L.L.C.Raymond James & Associates, Inc.$1005-15-2013
Laura Ann ShawLincoln Financial Advisors CorporationRaymond James & Associates, Inc.11-30-2017
Eric David Robinson Sr.LPL Financial LLCRaymond James & Associates, Inc.08-01-2017
Christopher Charles KeenLPL Financial LLCRaymond James & Associates, Inc.08-29-2014
John Patrick CountrymanLPL Financial LLCRaymond James & Associates, Inc.$2512-17-2012
Michael Wayne DeemerLPL Financial LLCRaymond James & Associates, Inc.06-17-2009
Theodore William ByrerMorgan StanleyRaymond James & Associates, Inc.11-11-2013
Paul E. DanielsMorgan StanleyRaymond James & Associates, Inc.11-11-2013
James B. DillonNatcity Investments, Inc.Raymond James & Associates, Inc.04-13-2009
Richard Charles HinesleyPNC InvestmentsRaymond James & Associates, Inc.$2507-19-2010
Bronwyn Ann Kiene-MinierRaymond James & Associates, Inc.Raymond James & Associates, Inc.03-30-2016
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Showing 1 to 25 of 45 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.