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
Joel BusboomSouthport CapitalRaymond James & Associates, Inc.07-28-2020
James Thomas FifeEudaimonia Advisors LLCRaymond James & Associates, Inc.06-08-2020
William Bruce PattesonAmeriprise Financial Services, LLCRaymond James & Associates, Inc.06-02-2020
John Dwight BrewerEudaimonia Advisors LLCRaymond James & Associates, Inc.04-01-2020
William Andrew CochranLPL Financial LLCRaymond James & Associates, Inc.03-13-2020
Anna Elizabeth SchoorEudaimonia Advisors LLCRaymond James & Associates, Inc.03-06-2020
Bradley S LaySA Stone Wealth Management Inc.Raymond James & Associates, Inc.09-05-2019
Joshua David KlingerLPL Financial LLCRaymond James & Associates, Inc.04-03-2019
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.11-16-2018
Joseph Brendan FrazierEdward JonesRaymond James & Associates, Inc.09-04-2018
Earl Christian ReeserReeser Advisory Services Inc.Raymond James & Associates, Inc.08-30-2018
Michael John LemarbreWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.08-09-2018
Michael Pink MillerU.S. Bancorp Investments, Inc.Raymond James & Associates, Inc.06-21-2018
William Harold HogueStephensRaymond James & Associates, Inc.$15011-28-2017
Jeffery Carl FactorSunTrust Investment Services, Inc.Raymond James & Associates, Inc.10-19-2017
Lisa Gail BarkerUBS Financial Services Inc.Raymond James & Associates, Inc.09-26-2017
Joseph Robert CraneB. Riley Wealth ManagementRaymond James & Associates, Inc.05-04-2017
Davis Love PetersenMorgan StanleyRaymond James & Associates, Inc.03-31-2017
Stephen C AndersonSecurian Financial Services, Inc.Raymond James & Associates, Inc.12-14-2016
Anthony Arnall MorrisonWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2507-27-2016
Nathan Lee TravisWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.07-27-2016
Jacob Wayne DotsonCharles Schwab & Co., Inc.Raymond James & Associates, Inc.06-23-2016
Leslie Marie ParkerWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$15006-17-2016
Wanda Gayle SiskUBS Financial Services Inc.Raymond James & Associates, Inc.05-02-2016
Tyree Chanson DanielsDuncan-Williams, Inc.Raymond James & Associates, Inc.09-02-2015
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Showing 1 to 25 of 36 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.