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
Kristin Vesia PrenticeCetera Investment Services LLCRaymond James Financial Services, Inc.11-12-2019
Angela Joan LynchCetera Investment Services LLCRaymond James Financial Services, Inc.10-14-2019
Nathan Todd HabermanCetera Investment Services LLCRaymond James Financial Services, Inc.10-14-2019
Christine Deanne PetersonCetera Investment Services LLCRaymond James Financial Services, Inc.03-21-2019
Jeremy Niles LoftisCetera Investment Services LLCRaymond James Financial Services, Inc.11-02-2018
Heather Michelle HennighCetera Investment Services LLCRaymond James Financial Services, Inc.07-24-2017
Matthew Todd StoweCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Philip Craig GrandeCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Loretta RoseCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Julie Owens AllmanCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Thomas Patrick McNeillCetera Investment Services LLCRaymond James Financial Services, Inc.$8303-03-2017
Michael Alan GunzaCetera Investment Services LLCRaymond James Financial Services, Inc.$5009-22-2016
Edward Alan ButlerCetera Investment Services LLCRaymond James Financial Services, Inc.07-19-2016
Paul Edward FlemingCetera Investment Services LLCRaymond James Financial Services, Inc.$5001-14-2015
Keith Edward MaurerCetera Investment Services LLCRaymond James Financial Services, Inc.01-06-2015
Taryn Lynn OlszewskiCetera Investment Services LLCRaymond James Financial Services, Inc.10-14-2014
John Francis Insana IICetera Investment Services LLCRaymond James Financial Services, Inc.07-16-2014
Jeffrey Scott BoehmCetera Investment Services LLCRaymond James Financial Services, Inc.10-12-2012
Michelle April TeetersCetera Investment Services LLCRaymond James Financial Services, Inc.10-12-2012
Janet Kay StoeckleinCetera Investment Services LLCRaymond James Financial Services, Inc.10-05-2010
Andrew Robert CoveCetera Investment Services LLCRaymond James Financial Services, Inc.$5010-05-2010
Lorie Ann GarwoodCetera Investment Services LLCRaymond James Financial Services, Inc.05-20-2010
Jon Bradley MeyersCetera Investment Services LLCRaymond James Financial Services, Inc.04-01-2009
Charles E. PikeCetera Investment Services LLCRaymond James Financial Services, Inc.01-09-2009

Showing 1 to 24 of 24 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.