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
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
Paul Mark BonacciniWedbush Securities Inc.Raymond James & Associates, Inc.$5006-11-2019
Timothy Michael HillHill Investments LLCRaymond James & Associates, Inc.06-11-2019
Charles Robinson CaudillAvantax Investment Services, Inc.Raymond James & Associates, Inc.06-05-2019
Kathryn L. MacchiavernaWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.06-03-2019
Michael John ConnellyB. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Timothy Francis O'Donovan Jr.B. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Michael Patrick McCallB. Riley Wealth ManagementRaymond James & Associates, Inc.05-31-2019
Sulane CramerAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2505-24-2019
Jessica Eizabeth PoynterFirst Heartland Capital, Inc.Raymond James & Associates, Inc.05-17-2019
Erik Mclean MelvilleStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.05-16-2019
Matthew Alden PalmgrenLincoln InvestmentRaymond James & Associates, Inc.05-09-2019
Shane Thomas CalkinRaymond James & Associates, Inc.Raymond James & Associates, Inc.05-08-2019
Christopher Alan ClapinskiCUSO Financial Services, L.P.Raymond James & Associates, Inc.$2505-06-2019
Alex Holton BellBBVA Securities Inc.Raymond James & Associates, Inc.05-01-2019
Amanda W. JowersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.05-01-2019
David Oscar DifilippoWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.05-01-2019
Daniel LarsenSunTrust Investment Services, Inc.Raymond James & Associates, Inc.04-29-2019
Brent Alexander PhillipsGoldman Sachs & Co.Raymond James & Associates, Inc.04-23-2019
Harold Louis Green Jr.RBC Capital Markets, LLCRaymond James & Associates, Inc.$5004-22-2019
John Zachary ShillingfordWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.04-18-2019
Jeffrey Thomas SchultzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5004-17-2019
Kevin P McKaneJanney Montgomery Scott LLCRaymond James & Associates, Inc.04-17-2019
Robert Sean HowardWedbush Securities Inc.Raymond James & Associates, Inc.$5004-05-2019
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Showing 1 to 25 of 144 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.