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
George D. GillenLPL Financial LLCRaymond James Financial Services, Inc.01-06-2009
David M. BridgesLPL Financial LLCRaymond James Financial Services, Inc.01-06-2009
Zachary Stan SmithNorthside Group Wealth Management, LLCRaymond James Financial Services, Inc.01-06-2009
Jerald Kevin MeadersVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$10001-07-2009
Charles E. PikeCetera Investment Services LLCRaymond James Financial Services, Inc.01-09-2009
Caroline Helen GeorgiadisCUSO Financial Services, L.P.Raymond James Financial Services, Inc.01-15-2009
Adnan Hamid HussainLPL Financial LLCRaymond James Financial Services, Inc.01-20-2009
Jerome Frank NilesOppenheimer & Co. Inc.Raymond James Financial Services, Inc.$10001-22-2009
Paul Thomas CarrollPurshe Kaplan Sterling InvestmentsRaymond James Financial Services, Inc.01-23-2009
Jeffrey Lee DavidsonAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.01-26-2009
Gerel Gene ScottLegend Equities CorporationRaymond James Financial Services, Inc.01-26-2009
Frederick Gene Costantino Sr.Wells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$1001-30-2009
Fred Gene CostantinoWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$2501-30-2009
Russell Anthony KucheraPNC InvestmentsRaymond James Financial Services, Inc.02-01-2009
Louis Anthony GuzzettaCadaret, Grant & Co., Inc.Raymond James Financial Services, Inc.$1002-02-2009
Charles Dennis HamerLPL Financial LLCRaymond James Financial Services, Inc.02-13-2009
Steven Jay PullanWestern International Securities, Inc.Raymond James Financial Services, Inc.$2502-13-2009
William John HahnCambridge Investment Research, Inc.Raymond James Financial Services, Inc.02-13-2009
Gary Allan PsotkaService One FinancialRaymond James Financial Services, Inc.02-13-2009
Matthew Joseph SheridanInfinex Investments, Inc.Raymond James Financial Services, Inc.02-23-2009
Jason Michael KooistraLPL Financial LLCRaymond James Financial Services, Inc.02-23-2009
Robert Allen Di Donato IILPL Financial LLCRaymond James Financial Services, Inc.03-01-2009
Vivian Elizabeth BrooksMoney Concepts Capital CorpRaymond James Financial Services, Inc.03-02-2009
Lori Ann WattLPL Financial LLCRaymond James Financial Services, Inc.$10003-11-2009
Susan Christine KuhlenbeckLPL Financial LLCRaymond James Financial Services, Inc.$10003-11-2009
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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.