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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeannan Castleberry BrewerB. Riley Wealth ManagementRaymond James & Associates, Inc.11-14-2017
Joseph Robert CraneB. Riley Wealth ManagementRaymond James & Associates, Inc.05-04-2017
William Hutchins Smith IIIB. Riley Wealth ManagementRaymond James & Associates, Inc.07-17-2015
John Matsek IIIB. Riley Wealth ManagementRaymond James & Associates, Inc.$10004-23-2014
Jennifer Allison KingB. Riley Wealth ManagementRaymond James & Associates, Inc.04-15-2013
Sandra Brandt ChambersBarnett & Co IncRaymond James & Associates, Inc.04-30-2015
Gregory Chandler RotheryCambridge Investment Research, Inc.Raymond James & Associates, Inc.$5007-20-2015
Dustin Graham EllisCharles Schwab & Co., Inc.Raymond James & Associates, Inc.09-26-2018
Jacob Wayne DotsonCharles Schwab & Co., Inc.Raymond James & Associates, Inc.06-23-2016
Robert E. Ethridge Jr.CUNA Brokerage Services, Inc.Raymond James & Associates, Inc.11-12-2019
Tyree Chanson DanielsDuncan-Williams, Inc.Raymond James & Associates, Inc.09-02-2015
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.11-16-2018
John Dwight BrewerEudaimonia Advisors LLCRaymond James & Associates, Inc.04-01-2020
Anna Elizabeth SchoorEudaimonia Advisors LLCRaymond James & Associates, Inc.03-06-2020
Steven Joseph AndreINVEST Financial CorporationRaymond James & Associates, Inc.$5006-28-2013
William Andrew CochranLPL Financial LLCRaymond James & Associates, Inc.03-13-2020
Joshua David KlingerLPL Financial LLCRaymond James & Associates, Inc.04-03-2019
Michael Lawrence AgeeLPL Financial LLCRaymond James & Associates, Inc.$2511-10-2016
Holly Ann KavanaughLPL Financial LLCRaymond James & Associates, Inc.$2503-28-2014
Carrie Michelle TurcotteLPL Financial LLCRaymond James & Associates, Inc.07-16-2010
James William Ferrell Jr.LPL Financial LLCRaymond James & Associates, Inc.$2509-17-2009
William Barry Robertson Jr.LPL Financial LLCRaymond James & Associates, Inc.09-17-2009
Colby Russell RobbinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.06-05-2015
William Lynn PorterMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$5011-11-2013
Kari R. JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.11-11-2013
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Showing 1 to 25 of 49 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.