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
Philip James Clark1st Global Capital Corp.Raymond James Financial Services, Inc.$1004-04-2018
Richard Alan Jones1st Global Capital Corp.Raymond James Financial Services, Inc.01-27-2012
David Robert Baker93 Financial Group, LLCRaymond James Financial Services, Inc.04-13-2018
Austin L ThielenA.G.P / Alliance Global PartnersRaymond James Financial Services, Inc.06-07-2018
Michael Francis ShillinA.G.P / Alliance Global PartnersRaymond James Financial Services, Inc.$5005-23-2018
Lauren Taylor BoyesAbacus Wealth PartnersRaymond James Financial Services, Inc.08-30-2018
Jennifer Elizabeth Harmon-Von BredowACI GroupRaymond James Financial Services, Inc.04-28-2015
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Trevor Edward ChambersAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Eric Samuel WilsonAdvisory Services NetworkRaymond James Financial Services, Inc.09-15-2017
Edgar RamirezAegis Capital Corp.Raymond James Financial Services, Inc.03-23-2016
Alex Ryan KilianAldrich Wealth LPRaymond James Financial Services, Inc.01-13-2016
Ryan Scott CollettAlexander Investment Services Co.Raymond James Financial Services, Inc.01-16-2018
Jeffrey Michael HalbertAllegis Investment Services, LLCRaymond James Financial Services, Inc.02-07-2018
Jon A. RehurekAlliance Advisory & Securities, Inc.Raymond James Financial Services, Inc.03-24-2015
Niki Renee GrayAllstate Financial Services, LLCRaymond James Financial Services, Inc.03-13-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Thomas Wesley RemmeyAllstate Financial Services, LLCRaymond James Financial Services, Inc.02-05-2015
David James ErkelAllstate Financial Services, LLCRaymond James Financial Services, Inc.10-09-2014
Julie Kay OdumAllstate Financial Services, LLCRaymond James Financial Services, Inc.08-14-2012
Steven Frederick MooreAllstate Financial Services, LLCRaymond James Financial Services, Inc.11-01-2010
Michael Steven PopeAllstate Financial Services, LLCRaymond James Financial Services, Inc.$1001-28-2010
Nathan L. BosekAlpha Cubed Investments, LLCRaymond James Financial Services, Inc.06-16-2017
Robert Anthony BeargieAlphaStar Capital Management, LLCRaymond James Financial Services, Inc.01-08-2020
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.05-22-2015
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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.