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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Pink MillerU.S. Bancorp Investments, Inc.Raymond James & Associates, Inc.$2506-21-2018
Janel Marie HustonRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1,00006-25-2018
Christopher Brian WattsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.06-25-2018
Danny Joe PettyEdward JonesRaymond James & Associates, Inc.06-25-2018
Ryan C. JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.07-02-2018
Cristina RaftStone Oak Wealth Management, LLCRaymond James & Associates, Inc.07-10-2018
Maurice Jean Stouse IIIRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-11-2018
Valery Lynn OswaldEpic Wealth Management, LLCRaymond James & Associates, Inc.07-12-2018
Rick Marlon HadravaEpic Wealth Management, LLCRaymond James & Associates, Inc.07-12-2018
Kenyon Lee AllmanMid-Atlantic Securities, Inc.Raymond James & Associates, Inc.$5007-19-2018
Randall Paul MacneillAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$2507-24-2018
Ronald Luther BucherOppenheimer & Co. Inc.Raymond James & Associates, Inc.$9107-26-2018
Robert Peale Polk Leidy Jr.Sea Hunter CapitalRaymond James & Associates, Inc.08-07-2018
Carl Patrick Carlos Jr.IFS SecuritiesRaymond James & Associates, Inc.$5008-08-2018
Robert Cory PowellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-08-2018
Justin Michael GroverRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-08-2018
Michael John LemarbreWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.08-09-2018
Scott Henry ShepherdRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10008-10-2018
Randy Scott KoontzRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Aaron Joseph JurgensmeyerRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-10-2018
Peter Emmett StammJ.P. Morgan Securities LLCRaymond James & Associates, Inc.08-20-2018
Earl Christian ReeserReeser Advisory Services Inc.Raymond James & Associates, Inc.08-30-2018
Joseph Brendan FrazierEdward JonesRaymond James & Associates, Inc.09-04-2018
Deborah Linn MosleyNYLIFE Securities LLCRaymond James & Associates, Inc.09-08-2018
Bryan Todd OglesbyRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$2509-17-2018
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Showing 1 to 25 of 87 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.

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