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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Bennett TurnbullCetera Advisor Networks LLCRaymond James Financial Services, Inc.04-17-2020
Larissa Jane CostelloCoastal Equities, Inc.Raymond James Financial Services, Inc.04-17-2020
Deann Yvonne PeterLPL Financial LLCRaymond James Financial Services, Inc.$5004-15-2020
Jackie Sue ShupeLPL Financial LLCRaymond James Financial Services, Inc.$2504-15-2020
Angela Sunshine RandallLPL Financial LLCRaymond James Financial Services, Inc.$5004-15-2020
Christina Marie BrownLPL Financial LLCRaymond James Financial Services, Inc.04-15-2020
Keith Andrew O'BrienLPL Financial LLCRaymond James Financial Services, Inc.$10004-13-2020
Kenna Muriel HesselingLPL Financial LLCRaymond James Financial Services, Inc.$2504-06-2020
Thomas Charles SchwabMid Atlantic Capital CorporationRaymond James Financial Services, Inc.$15004-06-2020
Theresa Marlene PetskaState Farm VP Management Corp.Raymond James Financial Services, Inc.04-06-2020
Rachael Ann NickelsenVoyager Capital Management, LLCRaymond James Financial Services, Inc.04-03-2020
Kelsey Jordan LairdMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.04-02-2020
Scott Edward ScribnerInvestacorp, Inc.Raymond James Financial Services, Inc.$15004-01-2020
Alan Charles RayAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$12903-20-2020
Eric Eugene OwensStifel, Nicolaus & Company, IncorporatedRaymond James Financial Services, Inc.03-20-2020
Hubert Estees Tuttle IIILPL Financial LLCRaymond James Financial Services, Inc.03-19-2020
Nathan Michael SwabCambridge Investment Research Advisors, Inc.Raymond James Financial Services, Inc.03-16-2020
David Lynn VangeffenAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$5003-13-2020
Ryan James WolfsbergMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.03-11-2020
Joseph Houston CaterCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$2503-09-2020
Gregory Scott SchreackeMutual Securities, Inc.Raymond James Financial Services, Inc.$10003-09-2020
James Robert GrenoCetera Advisor Networks LLCRaymond James Financial Services, Inc.03-06-2020
Danny Jones MooreSmith, Moore & Co.Raymond James Financial Services, Inc.$903-06-2020
Mylan James AndersonSmith, Moore & Co.Raymond James Financial Services, Inc.$1003-06-2020
Todd William BarnthouseSmith, Moore & Co.Raymond James Financial Services, Inc.03-06-2020
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Showing 1 to 25 of 1,494 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.